Filed April 26, 2023 (most recent of 15 filings on file)
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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 26 · EIN 26-4310632 | Advisory (Participants) | $62,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
FIRST CLEARING LLC4+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $75,540 | $80,005-5.6% | $140,016-46.0% | $55,725+35.6% |
| Participation rate | 98.7% | 87.0%+11.7pp | 87.5%+11.2pp | 70.9%+27.8pp |
| Annual return | 2.21% | 0.46%+1.7pp | 651.12%-648.9pp | 244.93%-242.7pp |
| Employer contribution / active EE | $3,252 | $3,403-4.4% | $5,606-42.0% | $2,078+56.5% |
| Participant deferral / active EE | $4,637 | $5,264-11.9% | $6,927-33.1% | $3,356+38.2% |
| Admin fee / account holder | $174 | $116+50.3% | $10,705-98.4% | $115+50.9% |