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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $55,816 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,268 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$58,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,684 | $89,588+53.7% | $136,007+1.2% | $77,643+77.3% |
| Participation rate | 58.1% | 74.3%-16.2pp | 76.5%-18.4pp | 70.6%-12.5pp |
| Annual return | 65.07% | 17.42%+47.7pp | 579.32%-514.3pp | 31.24%+33.8pp |
| Employer contribution / active EE | $2,247 | $3,491-35.6% | $4,217-46.7% | $2,726-17.6% |
| Participant deferral / active EE | $5,951 | $5,591+6.4% | $7,025-15.3% | $4,647+28.1% |
| Admin fee / account holder | $66 | $539-87.7% | $6,858-99.0% | $430-84.6% |