Filed July 15, 2019 (most recent of 3 filings on file)
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 HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $216,901 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,854 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,702-100.0% | $366,691-100.0% | $13,702-100.0% |
| Participation rate | 0.0% | 22.0%-22.0pp | 89.1%-89.1pp | 22.0%-22.0pp |
| Annual return | 6.60% | 5.66%+0.9pp | 4.33%+2.3pp | 5.66%+0.9pp |
| Employer contribution / active EE | $14,493 | $18,518-21.7% | $20,650-29.8% | $18,518-21.7% |
| Participant deferral / active EE | $0 | $193-100.0% | $10,692-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $27,257-100.0% | $89-100.0% |