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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,707 |
ALERUS FINANCIAL, N.A.6 years Service code 15 · EIN 45-0140105 2300 SOUTH COLUMBIA ROAD · GRAND FORKS, ND 58201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,275 | $59,417+30.1% | $93,606-17.4% | $74,495+3.7% |
| Participation rate | 55.0% | 59.7%-4.7pp | 68.7%-13.8pp | 67.2%-12.2pp |
| Annual return | 11.35% | 81.83%-70.5pp | 133.20%-121.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $657 | $1,264-48.0% | $2,420-72.8% | $2,623-74.9% |
| Participant deferral / active EE | $1,635 | $3,050-46.4% | $4,411-62.9% | $4,346-62.4% |
| Admin fee / account holder | $280 | $3,021-90.7% | $8,285-96.6% | $1,942-85.6% |