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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,646 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $2,350 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,289 |
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 | $49,488 | $54,320-8.9% | $67,652-26.8% | $52,331-5.4% |
| Participation rate | 79.3% | 73.6%+5.7pp | 75.7%+3.6pp | 68.1%+11.2pp |
| Annual return | 3.20% | 6.81%-3.6pp | 6625.04%-6621.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $859 | $1,544-44.3% | $2,266-62.1% | $1,882-54.3% |
| Participant deferral / active EE | $3,122 | $2,950+5.8% | $3,560-12.3% | $3,022+3.3% |
| Admin fee / account holder | $120 | $527-77.1% | $4,821-97.5% | $592-79.6% |