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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,117 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $25,671 |
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 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 | $43,235 | $89,652-51.8% | $141,162-69.4% | $65,185-33.7% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.5%+10.3pp | 70.2%+22.5pp |
| Annual return | 26.72% | 32.79%-6.1pp | 71.39%-44.7pp | 29.38%-2.7pp |
| Employer contribution / active EE | $680 | $3,065-77.8% | $4,735-85.6% | $2,177-68.7% |
| Participant deferral / active EE | $5,095 | $5,691-10.5% | $6,709-24.1% | $3,514+45.0% |
| Admin fee / account holder | $174 | $569-69.4% | $10,261-98.3% | $847-79.5% |