Filed October 17, 2014
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 SMITH BARNEY LLC Service code 15 · EIN 26-4310632 80 STATE STREET 12TH FL · ALBANY, NY 12207 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,365 | $71,666-46.5% | $117,854-67.4% | $69,631-44.9% |
| Participation rate | 82.6% | 77.5%+5.0pp | 79.7%+2.9pp | 70.7%+11.9pp |
| Annual return | 17.11% | 18.86%-1.7pp | 335.08%-318.0pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $524 | $1,889-72.3% | $3,786-86.2% | $2,032-74.2% |
| Participant deferral / active EE | $2,853 | $3,340-14.6% | $4,482-36.3% | $3,224-11.5% |
| Admin fee / account holder | $18 | $120-85.2% | $8,020-99.8% | $110-83.8% |