Filed November 18, 2019 (most recent of 2 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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $174,999 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $74,488 |
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 | $42,954 | $34,495+24.5% | $78,689-45.4% | $63,975-32.9% |
| Participation rate | 91.1% | 60.8%+30.3pp | 73.6%+17.5pp | 71.1%+20.0pp |
| Annual return | -0.86% | 11.62%-12.5pp | 62.18%-63.0pp | 48.65%-49.5pp |
| Employer contribution / active EE | $2,478 | $1,398+77.2% | $2,851-13.1% | $2,182+13.6% |
| Participant deferral / active EE | $2,128 | $2,100+1.3% | $3,517-39.5% | $3,356-36.6% |
| Admin fee / account holder | $42 | $68-37.8% | $4,510-99.1% | $70-39.9% |