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 SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $148,674 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $48,528 |
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 | $61,568 | $101,523-39.4% | $141,162-56.4% | $77,787-20.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 27.50% | 56.22%-28.7pp | 71.39%-43.9pp | 32.57%-5.1pp |
| Employer contribution / active EE | $4,106 | $3,341+22.9% | $4,735-13.3% | $2,504+64.0% |
| Participant deferral / active EE | $5,171 | $6,434-19.6% | $6,709-22.9% | $3,967+30.3% |
| Admin fee / account holder | $140 | $92+52.6% | $10,261-98.6% | $100+39.6% |