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 Service code 55 · EIN 26-4310632 | Other Commissions | $21,305 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH, JOANOU & GREGSON Service code 10 · EIN 95-3322166 | Accounting | $7,200 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $75,475 | $150,440-49.8% | $136,294-44.6% | $147,584-48.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.36% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $6,435 | $5,256+22.4% | $4,695+37.0% | $4,876+32.0% |
| Participant deferral / active EE | $3,148 | $6,630-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |