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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $24,722 |
Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $26,309 | $77,813-66.2% | $123,544-78.7% | $64,186-59.0% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.4pp |
| Annual return | -29.26% | 12.48%-41.7pp | 119.20%-148.5pp | 7.63%-36.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,959 | $5,240+32.8% | $6,426+8.3% | $3,470+100.6% |
| Admin fee / account holder | $183 | $5,519-96.7% | $9,284-98.0% | $4,888-96.3% |