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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.
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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: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $17,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,488 | $52,639-53.5% | $185,117-86.8% | $62,292-60.7% |
| Participation rate | 44.8% | 63.9%-19.1pp | 77.3%-32.5pp | 69.5%-24.8pp |
| Annual return | 14.98% | 19.57%-4.6pp | 40.50%-25.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $524 | $1,483-64.7% | $4,182-87.5% | $2,042-74.4% |
| Participant deferral / active EE | $754 | $3,097-75.7% | $5,045-85.1% | $3,169-76.2% |
| Admin fee / account holder | $209 | $374-44.1% | $8,159-97.4% | $479-56.5% |