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 9-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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,736 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,813 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 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 | $54,805 | $53,925+1.6% | $75,670-27.6% | $69,631-21.3% |
| Participation rate | 56.0% | 71.2%-15.2pp | 72.3%-16.4pp | 70.7%-14.7pp |
| Annual return | 107.76% | 17.84%+89.9pp | 27.34%+80.4pp | 27571.02%-27463.3pp |
| Employer contribution / active EE | $598 | $1,802-66.8% | $2,352-74.6% | $2,032-70.6% |
| Participant deferral / active EE | $1,239 | $2,569-51.8% | $3,142-60.6% | $3,224-61.6% |
| Admin fee / account holder | $118 | $97+21.2% | $5,800-98.0% | $110+6.6% |