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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $150,892 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,875 |
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 | $67,937 | $63,905+6.3% | $74,183-8.4% | $57,658+17.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 76.6%-3.9pp | 70.2%+2.5pp |
| Annual return | 18.62% | 60.60%-42.0pp | 17.74%+0.9pp | 5.13%+13.5pp |
| Employer contribution / active EE | $2,439 | $1,840+32.5% | $2,370+2.9% | $1,974+23.6% |
| Participant deferral / active EE | $6,698 | $3,448+94.2% | $3,550+88.7% | $3,061+118.8% |
| Admin fee / account holder | $18 | $91-79.9% | $5,586-99.7% | $95-80.7% |