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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $19,394 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $85 |
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 | $69,563 | $65,376+6.4% | $87,100-20.1% | $65,185+6.7% |
| Participation rate | 90.8% | 75.3%+15.5pp | 76.9%+14.0pp | 70.2%+20.6pp |
| Annual return | 21.87% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $628 | $1,822-65.5% | $2,521-75.1% | $2,177-71.1% |
| Participant deferral / active EE | $2,992 | $3,388-11.7% | $4,049-26.1% | $3,514-14.8% |
| Admin fee / account holder | $123 | $520-76.3% | $7,497-98.4% | $847-85.4% |