See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $223,566 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,675 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $80,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,725 | $96,400-69.2% | $149,718-80.1% | $177,276-83.2% |
| Participation rate | 94.9% | 88.9%+6.0pp | 87.1%+7.8pp | 74.8%+20.1pp |
| Annual return | 22.66% | 19.02%+3.6pp | 1501.63%-1479.0pp | 21.25%+1.4pp |
| Employer contribution / active EE | $2,236 | $3,680-39.2% | $5,445-58.9% | $2,479-9.8% |
| Participant deferral / active EE | $4,960 | $5,510-10.0% | $6,569-24.5% | $3,881+27.8% |
| Admin fee / account holder | $46 | $69-33.2% | $11,283-99.6% | $154-69.9% |