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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $15,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,160 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $328 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,261 | $155,795-72.9% | $136,294-69.0% | $69,631-39.3% |
| Participation rate | 93.3% | 75.2%+18.0pp | 81.9%+11.4pp | 70.7%+22.6pp |
| Annual return | 21.78% | 232464.33%-232442.6pp | 5155.94%-5134.2pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $514 | $2,991-82.8% | $4,695-89.1% | $2,032-74.7% |
| Participant deferral / active EE | $5,482 | $5,394+1.6% | $6,247-12.2% | $3,224+70.1% |
| Admin fee / account holder | $106 | $128-17.6% | $9,243-98.9% | $110-4.3% |