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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $32,190 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 20-8764829 | Consulting | $29,467 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $45,406 | $91,372-50.3% | $129,995-65.1% | $74,419-39.0% |
| Participation rate | 97.2% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.4pp |
| Annual return | 17.94% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,976 | $2,563-22.9% | $4,320-54.3% | $2,637-25.1% |
| Participant deferral / active EE | $4,820 | $4,721+2.1% | $5,820-17.2% | $4,528+6.4% |
| Admin fee / account holder | $158 | $283-44.2% | $10,614-98.5% | $348-54.6% |