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 SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $48,960 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,245 |
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 | $52,226 | $65,322-20.0% | $70,449-25.9% | $73,488-28.9% |
| Participation rate | 72.5% | 77.0%-4.5pp | 75.1%-2.6pp | 70.7%+1.8pp |
| Annual return | 13.80% | 15.71%-1.9pp | 109.03%-95.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,241 | $2,460-49.5% | $2,737-54.6% | $2,270-45.3% |
| Participant deferral / active EE | $3,238 | $3,375-4.0% | $3,709-12.7% | $3,740-13.4% |
| Admin fee / account holder | $10 | $214-95.5% | $3,845-99.7% | $513-98.1% |