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 | Distribution (12b-1) fees; Recordkeep... | $36,901 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 20-8764829 | Consulting | $9,283 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $53,681 | $89,436-40.0% | $164,813-67.4% | $77,643-30.9% |
| Participation rate | 98.5% | 78.6%+19.9pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 15.58% | 28.83%-13.2pp | 69.93%-54.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,928 | $2,569-25.0% | $4,341-55.6% | $2,726-29.3% |
| Participant deferral / active EE | $5,282 | $4,897+7.9% | $6,031-12.4% | $4,647+13.6% |
| Admin fee / account holder | $120 | $339-64.6% | $12,690-99.1% | $430-72.1% |