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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $44,472 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $82,028 | $71,142+15.3% | $119,609-31.4% | $64,808+26.6% |
| Participation rate | 95.8% | 78.6%+17.2pp | 79.3%+16.6pp | 71.5%+24.4pp |
| Annual return | -19.80% | -10.01%-9.8pp | -14.97%-4.8pp | 32.82%-52.6pp |
| Employer contribution / active EE | $2,126 | $2,497-14.9% | $4,232-49.8% | $2,506-15.1% |
| Participant deferral / active EE | $7,405 | $4,490+64.9% | $5,602+32.2% | $4,310+71.8% |
| Admin fee / account holder | -$3 | $162-101.7% | $10,323-100.0% | $188-101.4% |