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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,431 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $95,820 | $46,292+107.0% | $143,757-33.3% | $64,808+47.9% |
| Participation rate | 58.6% | 64.2%-5.6pp | 80.3%-21.7pp | 71.5%-12.9pp |
| Annual return | -18.05% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,408 | $1,910+26.1% | $4,951-51.4% | $2,506-3.9% |
| Participant deferral / active EE | $2,986 | $2,646+12.9% | $5,637-47.0% | $4,310-30.7% |
| Admin fee / account holder | $196 | $154+27.8% | $14,673-98.7% | $188+4.6% |