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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $71,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,078 | $60,607+47.0% | $189,557-53.0% | $86,799+2.6% |
| Participation rate | 97.9% | 68.9%+29.0pp | 78.4%+19.5pp | 72.3%+25.6pp |
| Annual return | 18.82% | 65.18%-46.4pp | 64.17%-45.3pp | 97.91%-79.1pp |
| Employer contribution / active EE | $2,102 | $1,626+29.3% | $4,412-52.4% | $2,405-12.6% |
| Participant deferral / active EE | $12,812 | $3,895+228.9% | $6,174+107.5% | $4,131+210.2% |
| Admin fee / account holder | $173 | $159+8.7% | $9,807-98.2% | $170+1.8% |