Filed June 26, 2024 (most recent of 2 filings on file)
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 | $7,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,675 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $33,876 | $59,535-43.1% | $90,160-62.4% | $62,292-45.6% |
| Participation rate | 98.3% | 73.0%+25.2pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 17.64% | 23.53%-5.9pp | 34.88%-17.2pp | 28.90%-11.3pp |
| Employer contribution / active EE | $520 | $1,826-71.5% | $3,318-84.3% | $2,042-74.5% |
| Participant deferral / active EE | $3,093 | $4,639-33.3% | $5,288-41.5% | $3,169-2.4% |
| Admin fee / account holder | $25 | $337-92.5% | $5,943-99.6% | $479-94.7% |