See peer percentile detail with Solo.
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.
See the 6-year trajectory with Solo.
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,058 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,619 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $126,116 | $54,121+133.0% | $134,143-6.0% | $73,409+71.8% |
| Participation rate | 37.3% | 64.4%-27.1pp | 72.2%-34.9pp | 72.2%-34.9pp |
| Annual return | 25.51% | -312.52%+338.0pp | 36.33%-10.8pp | 59.29%-33.8pp |
| Employer contribution / active EE | $793 | $1,402-43.4% | $3,704-78.6% | $2,234-64.5% |
| Participant deferral / active EE | $1,712 | $2,844-39.8% | $3,499-51.1% | $3,805-55.0% |
| Admin fee / account holder | $39 | $132-70.9% | $6,684-99.4% | $158-75.6% |