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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $44,002 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,660 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,616 | $89,436-33.3% | $164,813-63.8% | $77,643-23.2% |
| Participation rate | 90.1% | 78.6%+11.5pp | 78.6%+11.5pp | 70.6%+19.5pp |
| Annual return | 12.48% | 28.83%-16.3pp | 69.93%-57.5pp | 31.24%-18.8pp |
| Employer contribution / active EE | $384 | $2,569-85.1% | $4,341-91.2% | $2,726-85.9% |
| Participant deferral / active EE | $2,354 | $4,897-51.9% | $6,031-61.0% | $4,647-49.3% |
| Admin fee / account holder | $168 | $339-50.6% | $12,690-98.7% | $430-61.0% |