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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $29,101 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,872 | $37,317-33.3% | $77,024-67.7% | $77,904-68.1% |
| Participation rate | 13.9% | 46.9%-32.9pp | 67.9%-54.0pp | 73.7%-59.7pp |
| Annual return | -14.47% | -5.88%-8.6pp | 42.32%-56.8pp | 12.21%-26.7pp |
| Employer contribution / active EE | $232 | $1,218-80.9% | $2,812-91.7% | $2,848-91.8% |
| Participant deferral / active EE | $1,293 | $2,564-49.6% | $4,426-70.8% | $4,806-73.1% |
| Admin fee / account holder | $88 | $126-29.8% | $5,425-98.4% | $133-33.4% |