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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.
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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $78,514 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $40,452 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,285 | $84,487-32.2% | $125,339-54.3% | $66,914-14.4% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.59% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $958 | $3,553-73.0% | $4,814-80.1% | $2,544-62.3% |
| Participant deferral / active EE | $7,393 | $6,781+9.0% | $7,446-0.7% | $4,237+74.5% |
| Admin fee / account holder | $269 | $685-60.7% | $10,010-97.3% | $593-54.7% |