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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $12,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,458 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $41,864 | $51,466-18.7% | $78,778-46.9% | $62,292-32.8% |
| Participation rate | 74.2% | 59.8%+14.4pp | 69.2%+5.0pp | 69.5%+4.7pp |
| Annual return | 22.74% | 19.96%+2.8pp | 35.62%-12.9pp | 28.90%-6.2pp |
| Employer contribution / active EE | $2,884 | $827+248.7% | $1,986+45.3% | $2,042+41.2% |
| Participant deferral / active EE | $5,852 | $2,147+172.5% | $2,958+97.8% | $3,169+84.6% |
| Admin fee / account holder | $169 | $489-65.5% | $5,134-96.7% | $479-64.8% |