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 SMITH Service code 26 · EIN 26-4310632 | Advisory (Participants) | $47,955 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANELY SMITH BARNEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $47,683 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,050 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $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 | $131,694 | $75,284+74.9% | $91,001+44.7% | $69,631+89.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 75.6%+10.1pp | 70.7%+15.0pp |
| Annual return | 19.53% | 48.40%-28.9pp | 4.60%+14.9pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $7,927 | $2,473+220.6% | $2,456+222.8% | $2,032+290.1% |
| Participant deferral / active EE | $2,901 | $3,700-21.6% | $3,547-18.2% | $3,224-10.0% |
| Admin fee / account holder | $181 | $111+63.8% | $5,417-96.7% | $110+64.0% |