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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,740 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,685 |
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 | $78,514 | $70,908+10.7% | $98,907-20.6% | $73,488+6.8% |
| Participation rate | 94.1% | 73.8%+20.3pp | 76.0%+18.0pp | 70.7%+23.4pp |
| Annual return | 38.99% | 34.17%+4.8pp | 196.43%-157.4pp | 28.51%+10.5pp |
| Employer contribution / active EE | $4,088 | $2,036+100.8% | $2,689+52.0% | $2,270+80.1% |
| Participant deferral / active EE | $11,217 | $3,500+220.5% | $4,244+164.3% | $3,740+200.0% |
| Admin fee / account holder | $168 | $535-68.5% | $6,642-97.5% | $513-67.2% |