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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $56,561 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $56,204 |
NATIONAL FINANCIAL SERVICES6+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,674 | $79,519-23.7% | $95,952-36.8% | $73,409-17.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 15.36% | 19.20%-3.8pp | 91.61%-76.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $455 | $2,048-77.8% | $2,541-82.1% | $2,234-79.6% |
| Participant deferral / active EE | $2,894 | $4,138-30.1% | $4,167-30.5% | $3,805-23.9% |
| Admin fee / account holder | $176 | $184-4.4% | $6,795-97.4% | $158+11.6% |