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 BARNEY4 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $21,237 |
LMHS, PC4 years Service code 10 · EIN 04-2971374 | Accounting | $8,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,711 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,910 | $66,601-13.0% | $92,893-37.7% | $67,579-14.3% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.9pp | 71.3%+22.7pp |
| Annual return | 18.60% | 92.58%-74.0pp | 109.41%-90.8pp | 378.56%-360.0pp |
| Employer contribution / active EE | $2,324 | $2,775-16.3% | $3,653-36.4% | $2,148+8.2% |
| Participant deferral / active EE | $2,185 | $3,157-30.8% | $4,236-48.4% | $3,539-38.3% |
| Admin fee / account holder | $24 | $199-88.0% | $5,794-99.6% | $142-83.2% |