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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,958 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,733 | $80,753-40.9% | $136,294-65.0% | $62,292-23.4% |
| Participation rate | 57.3% | 73.5%-16.3pp | 81.9%-24.6pp | 69.5%-12.2pp |
| Annual return | 15.43% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,059 | $2,884-28.6% | $4,695-56.2% | $2,042+0.8% |
| Participant deferral / active EE | $4,592 | $5,164-11.1% | $6,247-26.5% | $3,169+44.9% |
| Admin fee / account holder | $58 | $525-89.0% | $9,243-99.4% | $479-87.9% |