Filed November 8, 2023
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $85,116 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $44,147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,873 | $98,727+41.7% | $113,168+23.6% | $85,563+63.5% |
| Participation rate | 83.6% | 80.8%+2.8pp | 76.6%+7.1pp | 66.0%+17.7pp |
| Annual return | 17.27% | 17.43%-0.2pp | 24.27%-7.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $5,139 | $2,907+76.8% | $2,975+72.7% | $2,654+93.7% |
| Participant deferral / active EE | $8,637 | $5,424+59.2% | $5,107+69.1% | $4,375+97.4% |
| Admin fee / account holder | $271 | $357-24.0% | $12,068-97.8% | $834-67.5% |