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 BARNEY5+ years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,550 |
Filed as: IFP ADVISORS INC DBA INDEPENDENT Service code 27 3030 N. ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $11,343 |
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 | $21,366 | $40,174-46.8% | $84,015-74.6% | $67,579-68.4% |
| Participation rate | 89.8% | 62.7%+27.1pp | 69.0%+20.8pp | 71.3%+18.5pp |
| Annual return | 19.39% | 25.82%-6.4pp | 71.31%-51.9pp | 378.56%-359.2pp |
| Employer contribution / active EE | $329 | $808-59.2% | $1,983-83.4% | $2,148-84.7% |
| Participant deferral / active EE | $2,149 | $2,301-6.6% | $3,239-33.6% | $3,539-39.3% |
| Admin fee / account holder | $42 | $128-67.6% | $6,101-99.3% | $142-70.8% |