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 5-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 | $77,794 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 94-1671384 | Advisory (Plan) | $42,138 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,319 | $106,028-73.3% | $146,958-80.7% | $77,643-63.5% |
| Participation rate | 81.3% | 78.4%+3.0pp | 82.2%-0.8pp | 70.6%+10.8pp |
| Annual return | 16.65% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $2,033 | $4,063-50.0% | $4,933-58.8% | $2,726-25.4% |
| Participant deferral / active EE | $7,597 | $7,990-4.9% | $8,070-5.9% | $4,647+63.5% |
| Admin fee / account holder | $230 | $337-31.9% | $12,998-98.2% | $430-46.6% |