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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,520 |
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 | $54,386 | $88,122-38.3% | $141,162-61.5% | $67,579-19.5% |
| Participation rate | 96.0% | 76.5%+19.5pp | 82.5%+13.5pp | 71.3%+24.7pp |
| Annual return | 27.05% | 75.40%-48.4pp | 71.39%-44.3pp | 378.56%-351.5pp |
| Employer contribution / active EE | $643 | $3,224-80.0% | $4,735-86.4% | $2,148-70.0% |
| Participant deferral / active EE | $6,982 | $5,958+17.2% | $6,709+4.1% | $3,539+97.3% |
| Admin fee / account holder | $210 | $131+60.5% | $10,261-98.0% | $142+47.6% |