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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $60,793 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $21,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
FIRST CLEARING LLC6+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,472 | $111,608-16.2% | $177,821-47.4% | $73,409+27.3% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 12.30% | 18.23%-5.9pp | 48.32%-36.0pp | 59.29%-47.0pp |
| Employer contribution / active EE | $4,322 | $3,796+13.9% | $5,918-27.0% | $2,234+93.5% |
| Participant deferral / active EE | $6,046 | $6,199-2.5% | $7,714-21.6% | $3,805+58.9% |
| Admin fee / account holder | $204 | $166+23.1% | $12,427-98.4% | $158+29.0% |