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 | $15,558 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $58,352 | $51,355+13.6% | $90,951-35.8% | - |
| Participation rate | 88.9% | 56.3%+32.6pp | 69.0%+19.9pp | - |
| Annual return | 14.70% | 22.61%-7.9pp | 134.60%-119.9pp | - |
| Employer contribution / active EE | $1,010 | $901+12.1% | $2,122-52.4% | - |
| Participant deferral / active EE | $5,358 | $2,212+142.3% | $3,373+58.9% | - |
| Admin fee / account holder | $146 | $7,937-98.2% | $5,959-97.5% | - |