Filed April 26, 2023 (most recent of 15 filings on file)
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 26 · EIN 20-8764829 | Advisory (Participants) | $79,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,000 |
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 | $82,775 | $86,897-4.7% | $151,611-45.4% | $64,808+27.7% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -14.10% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $4,453 | $4,010+11.0% | $6,166-27.8% | $2,506+77.7% |
| Participant deferral / active EE | $6,406 | $6,690-4.2% | $8,363-23.4% | $4,310+48.6% |
| Admin fee / account holder | $179 | $153+17.1% | $11,616-98.5% | $188-4.6% |