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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $12,119 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,303 | $65,435-53.7% | $86,677-65.0% | $66,914-54.7% |
| Participation rate | 63.6% | 75.5%-11.9pp | 76.6%-13.0pp | 69.8%-6.3pp |
| Annual return | -16.77% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,863 | $2,153-13.5% | $2,836-34.3% | $2,544-26.8% |
| Participant deferral / active EE | $2,884 | $4,100-29.7% | $4,656-38.1% | $4,237-31.9% |
| Admin fee / account holder | $189 | $642-70.5% | $7,493-97.5% | $593-68.1% |