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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $51,976 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $17,192 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,670 | $78,275+42.7% | $109,143+2.3% | $86,799+28.7% |
| Participation rate | 82.4% | 73.8%+8.5pp | 75.9%+6.5pp | 72.3%+10.1pp |
| Annual return | 14.86% | 19.14%-4.3pp | 25.75%-10.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,559 | $3,105+14.6% | $3,722-4.4% | $2,405+48.0% |
| Participant deferral / active EE | $6,876 | $3,641+88.9% | $4,653+47.8% | $4,131+66.5% |
| Admin fee / account holder | $127 | $198-35.9% | $6,752-98.1% | $170-25.0% |