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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $68,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,878 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $25,126 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,600 |
Form 5500 reported that benefits due were not provided when due.
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 | $42,914 | $91,517-53.1% | $101,248-57.6% | $73,409-41.5% |
| Participation rate | 92.2% | 73.8%+18.4pp | 75.8%+16.4pp | 72.2%+20.0pp |
| Annual return | 12.06% | 17.17%-5.1pp | 46.47%-34.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,721 | $2,877-40.2% | $3,660-53.0% | $2,234-23.0% |
| Participant deferral / active EE | $5,281 | $3,338+58.2% | $4,370+20.8% | $3,805+38.8% |
| Admin fee / account holder | $153 | $216-29.3% | $5,945-97.4% | $158-3.3% |