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 4-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 BARNEY3+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $100,310 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,368 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $88,088 | $106,028-16.9% | $146,958-40.1% | $77,643+13.5% |
| Participation rate | 96.0% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.5pp |
| Annual return | 18.53% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $6,728 | $4,063+65.6% | $4,933+36.4% | $2,726+146.8% |
| Participant deferral / active EE | $14,349 | $7,990+79.6% | $8,070+77.8% | $4,647+208.8% |
| Admin fee / account holder | $238 | $337-29.6% | $12,998-98.2% | $430-44.8% |