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 55 · EIN 26-4310632 | Other Commissions | $42,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,882 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $31,205 | $155,795-80.0% | $136,294-77.1% | $69,631-55.2% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 49.23% | 232464.33%-232415.1pp | 5155.94%-5106.7pp | 27571.02%-27521.8pp |
| Employer contribution / active EE | $3,021 | $2,991+1.0% | $4,695-35.7% | $2,032+48.7% |
| Participant deferral / active EE | $8,584 | $5,394+59.1% | $6,247+37.4% | $3,224+166.3% |
| Admin fee / account holder | $2 | $128-98.5% | $9,243-100.0% | $110-98.3% |