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 SMITH BARNEY, VICE P Service code 55 · EIN 26-4310844 | Other Commissions | $35,248 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $31,339 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,560 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,057 | $39,245+2.1% | $64,105-37.5% | $52,331-23.5% |
| Participation rate | 81.7% | 58.2%+23.5pp | 68.2%+13.6pp | 68.1%+13.6pp |
| Annual return | -1.82% | 14.79%-16.6pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,909 | $1,992-4.1% | $2,822-32.3% | $3,022-36.8% |
| Admin fee / account holder | $9 | $592-98.4% | $4,499-99.8% | $592-98.4% |