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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $54,079 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,050 |
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 | $235,359 | $58,512+302.2% | $84,015+180.1% | $72,985+222.5% |
| Participation rate | 83.1% | 61.2%+21.9pp | 69.0%+14.1pp | 69.5%+13.7pp |
| Annual return | 23.01% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $8,592 | $1,163+638.8% | $1,983+333.2% | $2,440+252.2% |
| Participant deferral / active EE | $8,136 | $2,394+239.9% | $3,239+151.2% | $3,607+125.5% |
| Admin fee / account holder | $9 | $4,569-99.8% | $6,101-99.8% | $5,124-99.8% |