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 Service code 55 · EIN 26-4310632 | Other Commissions | $16,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,523 | $71,192-2.3% | $117,854-41.0% | $62,292+11.6% |
| Participation rate | 71.1% | 74.2%-3.1pp | 79.7%-8.6pp | 69.5%+1.6pp |
| Annual return | 19.23% | 18.66%+0.6pp | 335.08%-315.8pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,639 | $3,189-17.3% | $4,482-41.1% | $3,169-16.7% |
| Admin fee / account holder | $7 | $587-98.8% | $8,020-99.9% | $479-98.5% |