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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,179 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 76-9143455 | Advisory (Participants) | $13,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,260 | $65,908-75.3% | $81,812-80.1% | $77,643-79.1% |
| Participation rate | 21.4% | 65.8%-44.4pp | 72.3%-50.9pp | 70.6%-49.2pp |
| Annual return | 46.03% | 26.64%+19.4pp | 773.79%-727.8pp | 31.24%+14.8pp |
| Employer contribution / active EE | $505 | $2,370-78.7% | $2,912-82.7% | $2,726-81.5% |
| Participant deferral / active EE | $942 | $3,505-73.1% | $4,319-78.2% | $4,647-79.7% |
| Admin fee / account holder | $147 | $526-72.0% | $7,386-98.0% | $430-65.8% |