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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $137,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,593 | $72,254-2.3% | $86,677-18.6% | $64,808+8.9% |
| Participation rate | 97.3% | 80.4%+16.9pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -14.33% | 392.42%-406.8pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,036 | $2,393+26.9% | $2,836+7.0% | $2,506+21.2% |
| Participant deferral / active EE | $6,567 | $4,658+41.0% | $4,656+41.1% | $4,310+52.4% |
| Admin fee / account holder | $113 | $174-35.2% | $7,493-98.5% | $188-40.0% |