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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $74,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,995 |
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 | $80,430 | $50,458+59.4% | $159,960-49.7% | $64,808+24.1% |
| Participation rate | 97.7% | 68.0%+29.7pp | 78.0%+19.8pp | 71.5%+26.3pp |
| Annual return | -16.23% | -13.42%-2.8pp | 408.60%-424.8pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,246 | $1,722+146.6% | $4,226+0.5% | $2,506+69.5% |
| Participant deferral / active EE | $13,250 | $4,004+231.0% | $6,182+114.3% | $4,310+207.4% |
| Admin fee / account holder | $174 | $706-75.4% | $8,698-98.0% | $188-7.5% |