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 GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $60,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$278 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,812 | $78,781-6.3% | $100,516-26.6% | $73,409+0.5% |
| Participation rate | 94.5% | 80.0%+14.5pp | 79.4%+15.1pp | 72.2%+22.4pp |
| Annual return | 15.97% | 31.69%-15.7pp | 30.89%-14.9pp | 59.29%-43.3pp |
| Employer contribution / active EE | $395 | $2,420-83.7% | $3,418-88.4% | $2,234-82.3% |
| Participant deferral / active EE | $5,409 | $6,537-17.3% | $6,270-13.7% | $3,805+42.1% |
| Admin fee / account holder | $133 | $145-8.7% | $8,081-98.4% | $158-15.9% |