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 BARNEY3+ years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,745 |
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 | $21,390 | $48,064-55.5% | $78,778-72.8% | $69,631-69.3% |
| Participation rate | 89.2% | 61.6%+27.6pp | 69.2%+20.0pp | 70.7%+18.5pp |
| Annual return | 17.14% | 21.81%-4.7pp | 35.62%-18.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $325 | $744-56.3% | $1,986-83.6% | $2,032-84.0% |
| Participant deferral / active EE | $1,971 | $2,079-5.2% | $2,958-33.4% | $3,224-38.9% |
| Admin fee / account holder | $10 | $152-93.4% | $5,134-99.8% | $110-90.9% |