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 | $54,535 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,445 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,178 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $12,900 |
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 | $32,235 | $40,174-19.8% | $84,015-61.6% | $67,579-52.3% |
| Participation rate | 92.5% | 62.7%+29.8pp | 69.0%+23.4pp | 71.3%+21.2pp |
| Annual return | 21.72% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $460 | $808-43.1% | $1,983-76.8% | $2,148-78.6% |
| Participant deferral / active EE | $4,691 | $2,301+103.8% | $3,239+44.8% | $3,539+32.5% |
| Admin fee / account holder | $117 | $128-9.1% | $6,101-98.1% | $142-18.0% |