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 | $92,549 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,196 | $95,918-27.9% | $151,611-54.4% | $77,904-11.2% |
| Participation rate | 96.0% | 88.7%+7.3pp | 87.5%+8.5pp | 73.7%+22.3pp |
| Annual return | -15.61% | -5.50%-10.1pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,559 | $4,330-17.8% | $6,166-42.3% | $2,848+25.0% |
| Participant deferral / active EE | $9,045 | $7,508+20.5% | $8,363+8.2% | $4,806+88.2% |
| Admin fee / account holder | $101 | $93+8.3% | $11,616-99.1% | $133-23.8% |