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 SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $65,828 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,705 | $100,801-9.0% | $149,696-38.7% | $73,409+24.9% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.4pp | 72.2%+20.7pp |
| Annual return | 5.65% | 265.34%-259.7pp | 276.60%-271.0pp | 59.29%-53.6pp |
| Employer contribution / active EE | $2,068 | $3,312-37.5% | $4,644-55.5% | $2,234-7.4% |
| Participant deferral / active EE | $8,263 | $6,404+29.0% | $6,842+20.8% | $3,805+117.1% |
| Admin fee / account holder | $300 | $181+65.8% | $9,309-96.8% | $158+89.8% |