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 10-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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $19,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,466 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 10 · EIN 04-3532603 | Accounting | $10,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,680 | $83,902+61.7% | $167,512-19.0% | $84,808+60.0% |
| Participation rate | 88.4% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.1pp |
| Annual return | 16.48% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,466 | $2,264+8.9% | $3,882-36.5% | $2,631-6.3% |
| Participant deferral / active EE | $5,728 | $4,442+28.9% | $6,405-10.6% | $4,212+36.0% |
| Admin fee / account holder | $419 | $7,915-94.7% | $9,769-95.7% | $7,344-94.3% |