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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $90,641 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $53,445 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 16 1 WORLD FINANCIAL CTR. · NEW YORK, NY 10281 | Consulting | $7,978 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,071 | $73,404-33.1% | $87,100-43.7% | $67,579-27.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.87% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $473 | $2,014-76.5% | $2,521-81.2% | $2,148-78.0% |
| Participant deferral / active EE | $2,500 | $3,913-36.1% | $4,049-38.3% | $3,539-29.4% |
| Admin fee / account holder | $208 | $142+47.1% | $7,497-97.2% | $142+46.3% |