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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,294 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,594 | $61,473-7.9% | $81,930-30.9% | $73,409-22.9% |
| Participation rate | 55.8% | 72.4%-16.6pp | 72.0%-16.2pp | 72.2%-16.4pp |
| Annual return | 11.86% | 28.26%-16.4pp | 29.49%-17.6pp | 59.29%-47.4pp |
| Employer contribution / active EE | $806 | $1,898-57.5% | $4,310-81.3% | $2,234-63.9% |
| Participant deferral / active EE | $1,655 | $3,080-46.3% | $7,107-76.7% | $3,805-56.5% |
| Admin fee / account holder | $139 | $125+10.5% | $5,158-97.3% | $158-12.2% |