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 7-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 | $2,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,769 | $73,125-40.1% | $125,175-65.0% | $77,787-43.7% |
| Participation rate | 86.1% | 79.4%+6.6pp | 79.8%+6.3pp | 73.2%+12.9pp |
| Annual return | 0.00% | 24.71%-24.7pp | 43.79%-43.8pp | 32.57%-32.6pp |
| Employer contribution / active EE | $751 | $2,413-68.9% | $3,865-80.6% | $2,504-70.0% |
| Participant deferral / active EE | $1,816 | $3,966-54.2% | $4,937-63.2% | $3,967-54.2% |
| Admin fee / account holder | $3 | $89-96.7% | $9,702-100.0% | $100-97.1% |