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 BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Participants) | $40,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $12,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$24,364 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,921 | $78,781+45.9% | $100,516+14.3% | $73,409+56.5% |
| Participation rate | 93.7% | 80.0%+13.7pp | 79.4%+14.3pp | 72.2%+21.5pp |
| Annual return | 13.79% | 31.69%-17.9pp | 30.89%-17.1pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,422 | $2,420+41.4% | $3,418+0.1% | $2,234+53.2% |
| Participant deferral / active EE | $8,314 | $6,537+27.2% | $6,270+32.6% | $3,805+118.5% |
| Admin fee / account holder | $218 | $145+50.2% | $8,081-97.3% | $158+38.2% |