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 | $35,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,269 |
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.
Employer contribution per participant 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 | $35,500 | $155,795-77.2% | $136,294-74.0% | $69,631-49.0% |
| Participation rate | 24.9% | 75.2%-50.3pp | 81.9%-57.0pp | 70.7%-45.8pp |
| Annual return | 23.75% | 232464.33%-232440.6pp | 5155.94%-5132.2pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,144 | $5,394-41.7% | $6,247-49.7% | $3,224-2.5% |
| Admin fee / account holder | $7 | $128-94.5% | $9,243-99.9% | $110-93.6% |