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 4-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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $38,940 |
Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 | Advisory (Plan) | $16,838 |
Service code 14 · EIN 04-2647786 | Plan Administrator | $14,779 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,163 | $100,923-0.8% | $150,045-33.2% | $74,304+34.8% |
| Participation rate | 94.4% | 70.1%+24.3pp | 82.3%+12.0pp | 60.3%+34.0pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $5,002 | $3,463+44.4% | $4,693+6.6% | $2,241+123.2% |
| Participant deferral / active EE | $12,495 | $6,709+86.2% | $7,997+56.2% | $3,767+231.7% |
| Admin fee / account holder | $210 | $2,767-92.4% | $13,435-98.4% | $2,969-92.9% |