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 26 · EIN 71-0294708 | Advisory (Participants) | $71,206 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $44,719 |
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 | $39,931 | $73,404-45.6% | $87,100-54.2% | $67,579-40.9% |
| Participation rate | 97.7% | 80.9%+16.9pp | 76.9%+20.9pp | 71.3%+26.4pp |
| Annual return | 19.93% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.6pp |
| Employer contribution / active EE | $742 | $2,014-63.2% | $2,521-70.6% | $2,148-65.5% |
| Participant deferral / active EE | $3,104 | $3,913-20.7% | $4,049-23.3% | $3,539-12.3% |
| Admin fee / account holder | $199 | $142+40.2% | $7,497-97.4% | $142+39.5% |