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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,377 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $65,500 |
Participant contribution per participant 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 | $96,145 | $176,491-45.5% | $95,952+0.2% | $90,288+6.5% |
| Participation rate | 94.0% | 86.6%+7.4pp | 77.1%+16.9pp | 73.4%+20.6pp |
| Annual return | 41.55% | 20.14%+21.4pp | 91.61%-50.1pp | 53.97%-12.4pp |
| Employer contribution / active EE | $2,637 | $2,789-5.5% | $2,541+3.8% | $2,524+4.5% |
| Participant deferral / active EE | $2,557 | $5,340-52.1% | $4,167-38.6% | $4,232-39.6% |
| Admin fee / account holder | $52 | $154-66.0% | $6,795-99.2% | $114-54.1% |