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 9-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $228,891 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $54,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,880 | $32,762-33.2% | $84,611-74.1% | $89,569-75.6% |
| Participation rate | 20.6% | 34.6%-14.0pp | 68.2%-47.7pp | 69.6%-49.0pp |
| Annual return | 9.36% | 28.37%-19.0pp | 258.74%-249.4pp | 34.56%-25.2pp |
| Employer contribution / active EE | $52 | $564-90.8% | $2,652-98.0% | $2,584-98.0% |
| Participant deferral / active EE | $763 | $1,501-49.2% | $3,899-80.4% | $4,220-81.9% |
| Admin fee / account holder | $68 | $82-17.0% | $4,912-98.6% | $72-4.4% |