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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $97,500 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 16 · EIN 11-3658445 | Consulting | $32,500 |
AKERMAN LLP1 year Service code 29 · EIN 59-3117860 | Legal | $18,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,735 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,589 | $52,224+245.8% | $88,946+103.0% | $102,872+75.5% |
| Participation rate | 96.1% | 40.8%+55.3pp | 68.8%+27.2pp | 73.0%+23.0pp |
| Annual return | 20.82% | 16.96%+3.9pp | 57.82%-37.0pp | 19.06%+1.8pp |
| Employer contribution / active EE | $3,292 | $1,241+165.4% | $2,555+28.9% | $3,526-6.6% |
| Participant deferral / active EE | $25,491 | $2,611+876.2% | $4,581+456.4% | $5,535+360.6% |
| Admin fee / account holder | $22 | $1,723-98.7% | $8,261-99.7% | $292-92.3% |