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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $89,773 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$155,130 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,639 | $52,660+176.6% | $86,612+68.2% | $80,160+81.7% |
| Participation rate | 96.1% | 62.4%+33.6pp | 71.7%+24.4pp | 72.9%+23.1pp |
| Annual return | 18.34% | 24.87%-6.5pp | 591.07%-572.7pp | 40.38%-22.0pp |
| Employer contribution / active EE | $5,723 | $2,140+167.4% | $3,022+89.4% | $2,978+92.2% |
| Participant deferral / active EE | $9,378 | $3,215+191.7% | $4,438+111.3% | $5,017+86.9% |
| Admin fee / account holder | -$17 | $113-114.6% | $5,614-100.3% | $145-111.4% |