Filed November 13, 2017
Total covered: 10 employees
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 BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $24,493 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,883 | $56,317+20.5% | $71,209-4.7% | $74,304-8.6% |
| Participation rate | 62.8% | 55.1%+7.7pp | 73.8%-11.0pp | 60.3%+2.4pp |
| Annual return | 24.19% | 42.83%-18.6pp | 282.51%-258.3pp | 29.43%-5.2pp |
| Employer contribution / active EE | $2,860 | $2,160+32.4% | $2,721+5.1% | $2,241+27.6% |
| Participant deferral / active EE | $3,963 | $2,788+42.1% | $4,175-5.1% | $3,767+5.2% |
| Admin fee / account holder | $38 | $2,290-98.3% | $5,349-99.3% | $2,969-98.7% |