Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $34,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,259 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,225 | $60,124+10.1% | $90,404-26.7% | $79,858-17.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.29% | 71.94%-64.7pp | 1293.02%-1285.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,999 | $2,068+45.1% | $3,262-8.1% | $2,471+21.4% |
| Participant deferral / active EE | $6,494 | $2,938+121.0% | $3,963+63.8% | $3,740+73.6% |
| Admin fee / account holder | $261 | $3,976-93.4% | $5,611-95.3% | $5,306-95.1% |