Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,701 | $54,350-14.1% | $82,719-43.5% | $68,494-31.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.04% | -13.67%-2.4pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,305 | $2,218+139.2% | $3,009+76.3% | $2,596+104.3% |
| Participant deferral / active EE | $4,764 | $3,246+46.7% | $4,395+8.4% | $4,027+18.3% |
| Admin fee / account holder | $169 | $4,395-96.2% | $5,329-96.8% | $5,403-96.9% |