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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $114,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,372 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,520 | $96,458-58.0% | $136,294-70.3% | $77,958-48.0% |
| Participation rate | 86.3% | 75.4%+10.9pp | 81.9%+4.4pp | 71.6%+14.7pp |
| Annual return | 23.36% | 23.78%-0.4pp | 5155.94%-5132.6pp | 20.87%+2.5pp |
| Employer contribution / active EE | $2,158 | $3,144-31.4% | $4,695-54.0% | $2,310-6.6% |
| Participant deferral / active EE | $6,771 | $5,902+14.7% | $6,247+8.4% | $3,537+91.5% |
| Admin fee / account holder | $15 | $80-81.0% | $9,243-99.8% | $97-84.3% |