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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $98,250 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $32,750 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,059 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $643 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$216,879 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,262 | $105,247-38.0% | $87,100-25.1% | $77,787-16.1% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.5pp | 73.2%+22.2pp |
| Annual return | 19.51% | 24.52%-5.0pp | 28.19%-8.7pp | 32.57%-13.1pp |
| Employer contribution / active EE | $2,629 | $2,895-9.2% | $2,521+4.3% | $2,504+5.0% |
| Participant deferral / active EE | $2,515 | $5,060-50.3% | $4,049-37.9% | $3,967-36.6% |
| Admin fee / account holder | -$43 | $104-140.8% | $7,497-100.6% | $100-142.6% |