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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,861 |
Form 5500 reported that benefits due were not provided when due.
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 | $111,311 | $37,884+193.8% | $79,464+40.1% | $75,289+47.8% |
| Participation rate | 88.8% | 65.0%+23.8pp | 73.3%+15.5pp | 72.4%+16.4pp |
| Annual return | -4.05% | 1.06%-5.1pp | 718.14%-722.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $5,022 | $1,680+198.9% | $2,800+79.3% | $2,405+108.8% |
| Participant deferral / active EE | $8,362 | $2,569+225.5% | $3,704+125.8% | $3,739+123.7% |
| Admin fee / account holder | -$11 | $77-114.1% | $5,113-100.2% | $102-110.6% |