Filed January 8, 2024
Total covered: 2 employees
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,197 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $58,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,006 | $50,820-7.5% | $155,567-69.8% | $77,671-39.5% |
| Participation rate | 99.0% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 15.39% | 34.85%-19.5pp | 64.74%-49.3pp | 31.21%-15.8pp |
| Employer contribution / active EE | $1,428 | $1,993-28.3% | $4,674-69.4% | $2,726-47.6% |
| Participant deferral / active EE | $4,008 | $2,823+42.0% | $5,628-28.8% | $4,648-13.8% |
| Admin fee / account holder | $162 | $436-62.7% | $15,916-99.0% | $430-62.2% |