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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $96,280 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $81,818 |
Filed as: BARTLETT, PRINGLE, & WOLF, LLP Service code 10 · EIN 95-2089835 | Accounting | $10,564 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,221 | $82,917-44.3% | $103,333-55.3% | $77,643-40.5% |
| Participation rate | 91.8% | 71.6%+20.2pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 13.78% | 19.13%-5.4pp | 24.88%-11.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,710 | $3,552-51.8% | $3,868-55.8% | $2,726-37.3% |
| Participant deferral / active EE | $5,491 | $4,108+33.7% | $5,057+8.6% | $4,647+18.2% |
| Admin fee / account holder | $137 | $638-78.6% | $8,355-98.4% | $430-68.3% |