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 13 · EIN 42-0127290 | Contract Administrator | $117,150 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 11-3658445 | Advisory (Plan) | $37,500 |
SENSIBA SAN FILIPPO LLP1 year Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,132 | $106,028+50.1% | $146,958+8.3% | $77,643+105.0% |
| Participation rate | 81.8% | 78.4%+3.4pp | 82.2%-0.4pp | 70.6%+11.2pp |
| Annual return | 18.09% | 56.73%-38.6pp | 418.34%-400.2pp | 31.24%-13.1pp |
| Employer contribution / active EE | $9,428 | $4,063+132.1% | $4,933+91.1% | $2,726+245.9% |
| Participant deferral / active EE | $19,921 | $7,990+149.3% | $8,070+146.9% | $4,647+328.7% |
| Admin fee / account holder | $278 | $337-17.7% | $12,998-97.9% | $430-35.5% |