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 Service code 55 · EIN 26-4310632 | Other Commissions | $29,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 26-4310632 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 | $80,891 | $63,299+27.8% | $91,001-11.1% | $62,292+29.9% |
| Participation rate | 82.0% | 73.3%+8.7pp | 75.6%+6.4pp | 69.5%+12.5pp |
| Annual return | 18.48% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $846 | $1,807-53.2% | $2,456-65.6% | $2,042-58.6% |
| Participant deferral / active EE | $3,038 | $2,943+3.2% | $3,547-14.4% | $3,169-4.1% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.6% |