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) | $63,919 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Other Fees | $46,570 |
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 | $49,941 | $79,519-37.2% | $95,952-48.0% | $73,409-32.0% |
| Participation rate | 95.8% | 81.2%+14.6pp | 77.1%+18.7pp | 72.2%+23.6pp |
| Annual return | 12.35% | 19.20%-6.8pp | 91.61%-79.3pp | 59.29%-46.9pp |
| Employer contribution / active EE | $976 | $2,048-52.3% | $2,541-61.6% | $2,234-56.3% |
| Participant deferral / active EE | $3,513 | $4,138-15.1% | $4,167-15.7% | $3,805-7.7% |
| Admin fee / account holder | $210 | $184+13.7% | $6,795-96.9% | $158+32.7% |