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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 17 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Pension Consulting | $35,402 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $23,460 |
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 | $208,291 | $52,293+298.3% | $178,490+16.7% | $73,409+183.7% |
| Participation rate | 82.6% | 65.3%+17.3pp | 81.9%+0.7pp | 72.2%+10.5pp |
| Annual return | 14.38% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $7,301 | $1,735+320.7% | $5,011+45.7% | $2,234+226.9% |
| Participant deferral / active EE | $6,010 | $2,332+157.7% | $5,202+15.5% | $3,805+57.9% |
| Admin fee / account holder | $189 | $127+48.1% | $13,984-98.7% | $158+19.5% |