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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 | $91,075 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $45,586 |
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 | $65,068 | $91,407-28.8% | $135,903-52.1% | $71,457-8.9% |
| Participation rate | 94.4% | 75.7%+18.7pp | 81.9%+12.5pp | 67.9%+26.5pp |
| Annual return | 18.85% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $780 | $3,703-78.9% | $4,856-83.9% | $2,588-69.9% |
| Participant deferral / active EE | $8,342 | $7,092+17.6% | $7,758+7.5% | $4,289+94.5% |
| Admin fee / account holder | $290 | $1,266-77.1% | $10,762-97.3% | $1,587-81.7% |