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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 26 · EIN 26-4310632 | Advisory (Participants) | $76,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,625 |
FIRST CLEARING LLC5+ 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 | $84,189 | $88,515-4.9% | $162,163-48.1% | $67,579+24.6% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.6pp | 71.3%+27.8pp |
| Annual return | 21.62% | 27.04%-5.4pp | 115.59%-94.0pp | 378.56%-356.9pp |
| Employer contribution / active EE | $3,666 | $3,563+2.9% | $5,614-34.7% | $2,148+70.7% |
| Participant deferral / active EE | $4,930 | $5,724-13.9% | $7,298-32.5% | $3,539+39.3% |
| Admin fee / account holder | $196 | $124+58.2% | $10,843-98.2% | $142+37.5% |