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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $43,995 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $40,830 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,519 | $54,392-42.1% | $84,750-62.8% | $63,975-50.7% |
| Participation rate | 62.7% | 76.9%-14.2pp | 76.6%-13.9pp | 71.1%-8.4pp |
| Annual return | 6.84% | 611.38%-604.5pp | 22.78%-15.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $0 | $2,943-100.0% | $3,574-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,818 | $2,593+8.7% | $3,712-24.1% | $3,356-16.1% |
| Admin fee / account holder | $111 | $136-18.4% | $5,332-97.9% | $70+57.3% |