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 BARNEY4+ years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,505 |
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 | $19,041 | $35,485-46.3% | $74,550-74.5% | $55,725-65.8% |
| Participation rate | 89.9% | 62.5%+27.4pp | 69.1%+20.8pp | 70.9%+19.1pp |
| Annual return | -6.58% | 0.72%-7.3pp | 32.53%-39.1pp | 244.93%-251.5pp |
| Employer contribution / active EE | $372 | $777-52.2% | $1,961-81.1% | $2,078-82.1% |
| Participant deferral / active EE | $2,012 | $2,181-7.7% | $3,108-35.3% | $3,356-40.0% |
| Admin fee / account holder | $7 | $114-93.8% | $5,060-99.9% | $115-93.9% |