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 SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $12,965 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,212 | $57,976-34.1% | $62,995-39.3% | $62,292-38.7% |
| Participation rate | 53.8% | 75.9%-22.1pp | 74.8%-21.0pp | 69.5%-15.7pp |
| Annual return | 11.04% | 17.54%-6.5pp | 87.57%-76.5pp | 28.90%-17.9pp |
| Employer contribution / active EE | $846 | $2,415-64.9% | $2,759-69.3% | $2,042-58.6% |
| Participant deferral / active EE | $2,671 | $2,956-9.6% | $3,329-19.8% | $3,169-15.7% |
| Admin fee / account holder | $6 | $276-98.0% | $3,600-99.8% | $479-98.8% |