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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $103,069 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,856 |
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 | $71,927 | $73,404-2.0% | $87,100-17.4% | $67,579+6.4% |
| Participation rate | 92.2% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+21.0pp |
| Annual return | 19.52% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.0pp |
| Employer contribution / active EE | $533 | $2,014-73.6% | $2,521-78.9% | $2,148-75.2% |
| Participant deferral / active EE | $4,719 | $3,913+20.6% | $4,049+16.5% | $3,539+33.3% |
| Admin fee / account holder | $37 | $142-73.6% | $7,497-99.5% | $142-73.7% |