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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $107,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $100,075 | $41,617+140.5% | $84,611+18.3% | $77,787+28.7% |
| Participation rate | 92.6% | 45.0%+47.6pp | 68.2%+24.4pp | 73.2%+19.4pp |
| Annual return | 27.69% | 24.97%+2.7pp | 258.74%-231.1pp | 32.57%-4.9pp |
| Employer contribution / active EE | $2,835 | $1,061+167.2% | $2,652+6.9% | $2,504+13.2% |
| Participant deferral / active EE | $14,931 | $2,129+601.4% | $3,899+283.0% | $3,967+276.3% |
| Admin fee / account holder | $53 | $121-56.1% | $4,912-98.9% | $100-46.9% |