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 LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $77,643 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,486 |
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 | $73,706 | $87,125-15.4% | $108,410-32.0% | $86,799-15.1% |
| Participation rate | 95.5% | 80.5%+14.9pp | 80.1%+15.3pp | 72.3%+23.2pp |
| Annual return | 21.45% | 25.21%-3.8pp | 905.27%-883.8pp | 97.91%-76.5pp |
| Employer contribution / active EE | $325 | $2,477-86.9% | $3,558-90.9% | $2,405-86.5% |
| Participant deferral / active EE | $5,965 | $6,944-14.1% | $6,563-9.1% | $4,131+44.4% |
| Admin fee / account holder | $140 | $130+7.3% | $7,295-98.1% | $170-17.6% |