Filed June 19, 2019
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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,874 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $50,000 |
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 | $78,724 | $111,608-29.5% | $177,821-55.7% | $73,409+7.2% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+10.0pp | 72.2%+25.5pp |
| Annual return | 16.34% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $3,267 | $3,796-13.9% | $5,918-44.8% | $2,234+46.3% |
| Participant deferral / active EE | $8,046 | $6,199+29.8% | $7,714+4.3% | $3,805+111.4% |
| Admin fee / account holder | $115 | $166-30.4% | $12,427-99.1% | $158-27.0% |