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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,074 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,861 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,641 | $55,790-2.1% | $76,817-28.9% | $67,579-19.1% |
| Participation rate | 57.9% | 71.1%-13.2pp | 72.1%-14.2pp | 71.3%-13.4pp |
| Annual return | 20.94% | 64.45%-43.5pp | 1166.11%-1145.2pp | 378.56%-357.6pp |
| Employer contribution / active EE | $781 | $1,810-56.8% | $2,302-66.1% | $2,148-63.6% |
| Participant deferral / active EE | $1,592 | $2,875-44.6% | $3,336-52.3% | $3,539-55.0% |
| Admin fee / account holder | $121 | $159-24.0% | $6,420-98.1% | $142-15.0% |