See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 17 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Pension Consulting | $35,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,037 |
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 | $190,849 | $47,977+297.8% | $154,107+23.8% | $56,287+239.1% |
| Participation rate | 90.6% | 66.2%+24.4pp | 83.0%+7.6pp | 69.9%+20.8pp |
| Annual return | -5.80% | 3.54%-9.3pp | 735.12%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $8,703 | $2,169+301.3% | $5,298+64.3% | $2,111+312.2% |
| Participant deferral / active EE | $6,540 | $2,392+173.4% | $5,081+28.7% | $3,350+95.2% |
| Admin fee / account holder | $213 | $438-51.4% | $13,411-98.4% | $521-59.1% |