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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $48,616 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 16 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Consulting | $14,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,281 |
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 | $91,374 | $72,770+25.6% | $67,652+35.1% | $55,191+65.6% |
| Participation rate | 80.9% | 78.8%+2.1pp | 75.7%+5.2pp | 69.2%+11.7pp |
| Annual return | -0.45% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,893 | $1,769+63.5% | $2,266+27.7% | $1,899+52.4% |
| Participant deferral / active EE | $8,249 | $3,408+142.0% | $3,560+131.7% | $3,046+170.8% |
| Admin fee / account holder | $189 | $79+139.4% | $4,821-96.1% | $91+107.9% |