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 6-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: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $120,943 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,404 |
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 | $70,887 | $106,110-33.2% | $147,005-51.8% | $77,671-8.7% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.1pp |
| Annual return | 15.06% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $4,187 | $4,065+3.0% | $4,934-15.1% | $2,726+53.6% |
| Participant deferral / active EE | $11,333 | $7,992+41.8% | $8,070+40.4% | $4,648+143.8% |
| Admin fee / account holder | $218 | $338-35.4% | $13,006-98.3% | $430-49.3% |