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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $11,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,578 | $85,766-51.5% | $136,294-69.5% | $70,131-40.7% |
| Participation rate | 87.7% | 74.2%+13.5pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 20.02% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $944 | $2,966-68.2% | $4,695-79.9% | $2,342-59.7% |
| Participant deferral / active EE | $5,106 | $5,051+1.1% | $6,247-18.3% | $3,332+53.2% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |