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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $76,029 |
GGF, LLP1 year Service code 10 · EIN 20-8097596 | Accounting | $14,438 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,982 |
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 | $115,990 | $78,781+47.2% | $100,516+15.4% | $73,409+58.0% |
| Participation rate | 98.4% | 80.0%+18.4pp | 79.4%+19.0pp | 72.2%+26.3pp |
| Annual return | 19.49% | 31.69%-12.2pp | 30.89%-11.4pp | 59.29%-39.8pp |
| Employer contribution / active EE | $4,445 | $2,420+83.7% | $3,418+30.1% | $2,234+99.0% |
| Participant deferral / active EE | $10,698 | $6,537+63.6% | $6,270+70.6% | $3,805+181.1% |
| Admin fee / account holder | $69 | $145-52.7% | $8,081-99.1% | $158-56.5% |