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 SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $18,319 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $593 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $45,850 | $55,002-16.6% | $59,878-23.4% | $56,287-18.5% |
| Participation rate | 70.4% | 75.9%-5.5pp | 74.7%-4.3pp | 69.9%+0.5pp |
| Annual return | 14.43% | 1.13%+13.3pp | 3.46%+11.0pp | -9.96%+24.4pp |
| Employer contribution / active EE | $1,298 | $2,448-47.0% | $2,722-52.3% | $2,111-38.5% |
| Participant deferral / active EE | $3,925 | $3,121+25.7% | $3,402+15.4% | $3,350+17.2% |
| Admin fee / account holder | $5 | $236-97.7% | $3,590-99.9% | $521-99.0% |