Filed July 13, 2018
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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $13,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,162 | $63,346+55.0% | $92,233+6.4% | $70,131+40.0% |
| Participation rate | 93.5% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.0pp |
| Annual return | 14.02% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $4,493 | $2,471+81.8% | $3,679+22.1% | $2,342+91.8% |
| Participant deferral / active EE | $2,547 | $2,854-10.8% | $3,897-34.6% | $3,332-23.6% |
| Admin fee / account holder | $262 | $3,840-93.2% | $5,194-95.0% | $4,645-94.4% |