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 13 · EIN 42-0127290 | Contract Administrator | $19,191 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $16,316 |
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 | $44,705 | $60,989-26.7% | $60,874-26.6% | $66,914-33.2% |
| Participation rate | 82.1% | 74.5%+7.6pp | 73.1%+8.9pp | 69.8%+12.2pp |
| Annual return | -15.19% | -9.60%-5.6pp | 16.90%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,446 | $2,661-8.1% | $2,701-9.5% | $2,544-3.9% |
| Participant deferral / active EE | $7,302 | $3,615+102.0% | $3,817+91.3% | $4,237+72.3% |
| Admin fee / account holder | $139 | $338-58.9% | $3,224-95.7% | $593-76.6% |