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 SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,980 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,820 |
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 | $61,013 | $72,770-16.2% | $67,652-9.8% | $55,191+10.5% |
| Participation rate | 76.9% | 78.8%-1.9pp | 75.7%+1.3pp | 69.2%+7.8pp |
| Annual return | 1.24% | -3.26%+4.5pp | 6625.04%-6623.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,435 | $1,769+37.6% | $2,266+7.5% | $1,899+28.2% |
| Participant deferral / active EE | $6,450 | $3,408+89.3% | $3,560+81.2% | $3,046+111.7% |
| Admin fee / account holder | $10 | $79-86.8% | $4,821-99.8% | $91-88.5% |