Filed April 30, 2025
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 Service code 26 · EIN 20-8764829 | Advisory (Participants) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,933 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,601 | $88,890+43.5% | $102,423+24.6% | $77,643+64.3% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.7pp |
| Annual return | 12.15% | 24.98%-12.8pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,015 | $2,698+48.8% | $3,023+32.8% | $2,726+47.3% |
| Participant deferral / active EE | $6,149 | $5,145+19.5% | $5,053+21.7% | $4,647+32.3% |
| Admin fee / account holder | $119 | $235-49.4% | $9,451-98.7% | $430-72.3% |