See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $47,606 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $42,517 |
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).
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 | $75,635 | $95,388-20.7% | $125,339-39.7% | $77,904-2.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -17.88% | 116.19%-134.1pp | 572.05%-589.9pp | 12.21%-30.1pp |
| Employer contribution / active EE | $4,512 | $3,666+23.1% | $4,814-6.3% | $2,848+58.5% |
| Participant deferral / active EE | $6,134 | $7,711-20.4% | $7,446-17.6% | $4,806+27.6% |
| Admin fee / account holder | $63 | $119-46.7% | $10,010-99.4% | $133-52.2% |