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 3-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 55 · EIN 26-4310632 | Other Commissions | $54,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,072 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,072 | $88,890-63.9% | $102,423-68.7% | $77,643-58.7% |
| Participation rate | 81.3% | 80.9%+0.4pp | 76.5%+4.8pp | 70.6%+10.7pp |
| Annual return | 11.59% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,390 | $2,698-48.5% | $3,023-54.0% | $2,726-49.0% |
| Participant deferral / active EE | $3,889 | $5,145-24.4% | $5,053-23.0% | $4,647-16.3% |
| Admin fee / account holder | $70 | $235-70.3% | $9,451-99.3% | $430-83.8% |