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 Service code 55 · EIN 26-4310632 | Other Commissions | $9,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,275 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,928 | $55,453-55.0% | $170,442-85.4% | $62,292-60.0% |
| Participation rate | 79.4% | 66.4%+13.0pp | 83.6%-4.2pp | 69.5%+9.9pp |
| Annual return | 19.04% | 21.38%-2.3pp | 205.93%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $300 | $2,164-86.1% | $5,433-94.5% | $2,042-85.3% |
| Participant deferral / active EE | $1,743 | $2,303-24.3% | $4,939-64.7% | $3,169-45.0% |
| Admin fee / account holder | $33 | $455-92.7% | $13,880-99.8% | $479-93.0% |