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 Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 32321 | Advisory (Plan) | $69,807 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,530 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $147,630 | $48,576+203.9% | $169,463-12.9% | $56,287+162.3% |
| Participation rate | 91.3% | 65.8%+25.5pp | 77.8%+13.5pp | 69.9%+21.5pp |
| Annual return | -2.86% | -2.51%-0.3pp | 1.83%-4.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,791 | $1,559+79.0% | $4,159-32.9% | $2,111+32.2% |
| Participant deferral / active EE | $9,373 | $3,275+186.2% | $5,277+77.6% | $3,350+179.8% |
| Admin fee / account holder | $296 | $435-32.0% | $9,109-96.8% | $521-43.2% |