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 | $96,860 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $64,965 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,074 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,656 | $39,973-30.8% | $79,550-65.2% | $77,904-64.5% |
| Participation rate | 91.7% | 64.6%+27.1pp | 69.5%+22.2pp | 73.7%+18.0pp |
| Annual return | -17.04% | 3.42%-20.5pp | 0.16%-17.2pp | 12.21%-29.2pp |
| Employer contribution / active EE | $657 | $1,088-39.6% | $2,413-72.8% | $2,848-76.9% |
| Participant deferral / active EE | $5,847 | $2,774+110.8% | $3,985+46.7% | $4,806+21.7% |
| Admin fee / account holder | $128 | $113+13.0% | $6,832-98.1% | $133-3.8% |