Filed June 26, 2024
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 9-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 Filed as: MORGAN STANLEY INS SVCS INC Service code 53 | Insurance Commissions | $10,962 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,340 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SVCS Service code 53 · EIN 51-0116113 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NY 10004 | Insurance Commissions | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 26-4310844 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,318 | $58,083-75.3% | $80,019-82.1% | $56,287-74.6% |
| Participation rate | 87.0% | 73.6%+13.4pp | 75.8%+11.2pp | 69.9%+17.2pp |
| Annual return | -3.54% | 34.61%-38.1pp | 11.22%-14.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,325 | $1,932-31.4% | $2,468-46.3% | $2,111-37.3% |
| Participant deferral / active EE | $2,361 | $3,135-24.7% | $3,686-35.9% | $3,350-29.5% |
| Admin fee / account holder | $8 | $623-98.7% | $6,521-99.9% | $521-98.5% |