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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $16,842 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 111 S. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $0 |
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 | $52,887 | $49,138+7.6% | $84,015-37.1% | $65,185-18.9% |
| Participation rate | 88.5% | 60.7%+27.8pp | 69.0%+19.5pp | 70.2%+18.3pp |
| Annual return | 19.05% | 23.00%-4.0pp | 71.31%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $880 | $914-3.7% | $1,983-55.7% | $2,177-59.6% |
| Participant deferral / active EE | $4,743 | $2,397+97.9% | $3,239+46.4% | $3,514+35.0% |
| Admin fee / account holder | $152 | $543-72.0% | $6,101-97.5% | $847-82.0% |