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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50,792 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $24,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,945 | $62,324-48.7% | $68,509-53.4% | $55,191-42.1% |
| Participation rate | 61.8% | 78.9%-17.1pp | 74.7%-13.0pp | 69.2%-7.4pp |
| Annual return | 0.11% | 4.26%-4.1pp | 8.27%-8.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,734 | $3,425-49.4% | $3,382-48.7% | $3,046-43.1% |
| Admin fee / account holder | $166 | $91+81.7% | $5,275-96.9% | $91+82.8% |