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 17 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Pension Consulting | $35,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,569 |
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 | $201,536 | $52,953+280.6% | $172,739+16.7% | $65,185+209.2% |
| Participation rate | 93.4% | 66.2%+27.2pp | 82.6%+10.7pp | 70.2%+23.2pp |
| Annual return | 19.31% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $7,405 | $2,190+238.2% | $5,143+44.0% | $2,177+240.2% |
| Participant deferral / active EE | $6,386 | $2,471+158.5% | $5,198+22.9% | $3,514+81.7% |
| Admin fee / account holder | $187 | $472-60.3% | $13,954-98.7% | $847-77.9% |