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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $77,060 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $9,670 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
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 | $89,134 | $40,174+121.9% | $84,015+6.1% | $67,579+31.9% |
| Participation rate | 78.3% | 62.7%+15.7pp | 69.0%+9.3pp | 71.3%+7.1pp |
| Annual return | 21.95% | 25.82%-3.9pp | 71.31%-49.4pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2 | $808-99.8% | $1,983-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $5,069 | $2,301+120.3% | $3,239+56.5% | $3,539+43.2% |
| Admin fee / account holder | $15 | $128-88.1% | $6,101-99.7% | $142-89.3% |