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 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,695 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $28,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,379 | $72,254-20.6% | $86,677-33.8% | $64,808-11.5% |
| Participation rate | 93.4% | 80.4%+13.0pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -12.54% | 392.42%-405.0pp | 35.91%-48.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,547 | $2,393+6.4% | $2,836-10.2% | $2,506+1.6% |
| Participant deferral / active EE | $5,668 | $4,658+21.7% | $4,656+21.7% | $4,310+31.5% |
| Admin fee / account holder | $134 | $174-23.2% | $7,493-98.2% | $188-28.9% |