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 BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $111,245 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other services; Securities brokerage;... | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 7.65% | 7.25%+0.4pp | 5.17%+2.5pp | 8.23%-0.6pp |
| Employer contribution / active EE | $5,350 | $13,309-59.8% | $26,422-79.8% | $13,859-61.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |