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 BARNEY6+ 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) | $19,710 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $77,254 | $73,638+4.9% | $95,952-19.5% | $73,488+5.1% |
| Participation rate | 92.2% | 76.2%+16.0pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 15.24% | 16.78%-1.5pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $633 | $1,863-66.0% | $2,541-75.1% | $2,270-72.1% |
| Participant deferral / active EE | $2,950 | $3,617-18.4% | $4,167-29.2% | $3,740-21.1% |
| Admin fee / account holder | $126 | $482-73.8% | $6,795-98.1% | $513-75.4% |