Filed April 4, 2018
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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $92,526 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,407 |
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 | $133,956 | $107,440+24.7% | $105,738+26.7% | $55,725+140.4% |
| Participation rate | 96.4% | 55.5%+40.9pp | 76.3%+20.1pp | 70.9%+25.6pp |
| Annual return | -3.92% | -0.59%-3.3pp | 6.27%-10.2pp | 244.93%-248.8pp |
| Employer contribution / active EE | $5,223 | $1,448+260.6% | $3,268+59.8% | $2,078+151.3% |
| Participant deferral / active EE | $2,886 | $2,171+32.9% | $4,080-29.3% | $3,356-14.0% |
| Admin fee / account holder | $299 | $283+5.4% | $6,913-95.7% | $115+159.3% |