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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $98,840 |
Service code 99 · EIN 46-1609388 | Other Fees | $14,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,050 |
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 | $86,434 | $107,378-19.5% | $108,579-20.4% | $57,658+49.9% |
| Participation rate | 91.4% | 77.1%+14.3pp | 79.6%+11.9pp | 70.2%+21.2pp |
| Annual return | 8.29% | 12.80%-4.5pp | -51.70%+60.0pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,623 | $1,782-8.9% | $3,758-56.8% | $1,974-17.8% |
| Participant deferral / active EE | $6,298 | $3,221+95.6% | $4,311+46.1% | $3,061+105.8% |
| Admin fee / account holder | $5 | $108-95.1% | $7,645-99.9% | $95-94.4% |