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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 80 STATE STREET 12TH FL · ALBANY, NY 12207 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $812,305 | $116,081+599.8% | $156,181+420.1% | $79,634+920.0% |
| Participation rate | 99.7% | 75.6%+24.1pp | 78.8%+20.8pp | 62.5%+37.2pp |
| Annual return | 76.15% | 15.89%+60.3pp | 64.87%+11.3pp | 36.46%+39.7pp |
| Employer contribution / active EE | $18,712 | $2,828+561.6% | $4,294+335.8% | $2,529+639.9% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1 | $854-99.9% | $14,586-100.0% | $1,002-99.9% |