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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $33,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,912 |
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 | $57,060 | $65,557-13.0% | $105,738-46.0% | $56,287+1.4% |
| Participation rate | 87.5% | 63.4%+24.1pp | 76.3%+11.2pp | 69.9%+17.6pp |
| Annual return | -1.46% | -1.32%-0.1pp | 6.27%-7.7pp | -9.96%+8.5pp |
| Employer contribution / active EE | $3,578 | $1,788+100.1% | $3,268+9.5% | $2,111+69.5% |
| Participant deferral / active EE | $7,615 | $2,418+215.0% | $4,080+86.7% | $3,350+127.3% |
| Admin fee / account holder | $136 | $561-75.8% | $6,913-98.0% | $521-73.9% |