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 BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,884 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,326 |
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 | $58,933 | $83,477-29.4% | $125,175-52.9% | $72,985-19.3% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.5%+25.3pp |
| Annual return | 25.17% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $4,594 | $2,345+95.9% | $3,865+18.9% | $2,440+88.3% |
| Participant deferral / active EE | $8,407 | $3,585+134.5% | $4,937+70.3% | $3,607+133.0% |
| Admin fee / account holder | $57 | $5,517-99.0% | $9,702-99.4% | $5,124-98.9% |