See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
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 | $18,404 | $33,745-45.5% | $64,105-71.3% | $55,191-66.7% |
| Participation rate | 83.9% | 59.4%+24.6pp | 68.2%+15.8pp | 69.2%+14.8pp |
| Annual return | 1.03% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $269 | $641-58.0% | $1,820-85.2% | $1,899-85.8% |
| Participant deferral / active EE | $1,754 | $1,929-9.1% | $2,822-37.9% | $3,046-42.4% |
| Admin fee / account holder | $3 | $94-97.2% | $4,499-99.9% | $91-97.1% |