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 Service code 28 · EIN 26-4310632 | Investment Management | $36,842 |
Filed as: TEACHERS INS & ANNUITY ASSOC OF AM Service code 15 · EIN 13-1624203 | Recordkeeping | $18,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,599 | $60,795+24.4% | $69,455+8.8% | $65,185+16.0% |
| Participation rate | 95.5% | 74.9%+20.7pp | 74.6%+20.9pp | 70.2%+25.3pp |
| Annual return | 18.48% | 17.46%+1.0pp | 28.97%-10.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $5,604 | $2,452+128.6% | $2,779+101.7% | $2,177+157.5% |
| Participant deferral / active EE | $4,601 | $3,162+45.5% | $3,535+30.1% | $3,514+30.9% |
| Admin fee / account holder | $154 | $314-50.9% | $3,839-96.0% | $847-81.8% |