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 SMITH BARNEY LLC Service code 49 284 BELLEVUE AVE · NEWPORT, RI 02840 | Other Services | $84,206 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $46,517 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,819 |
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 | $110,142 | $75,183+46.5% | $123,892-11.1% | $55,167+99.7% |
| Participation rate | 99.4% | 72.8%+26.5pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 8.00% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $6,306 | $2,823+123.3% | $4,617+36.6% | $1,963+221.3% |
| Participant deferral / active EE | $8,033 | $5,084+58.0% | $5,984+34.2% | $3,054+163.0% |
| Admin fee / account holder | $197 | $663-70.3% | $8,357-97.6% | $504-61.0% |