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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $29,477 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,948 | $77,314+55.1% | $177,989-32.6% | $80,856+48.3% |
| Participation rate | 50.6% | 65.7%-15.1pp | 77.1%-26.5pp | 67.6%-17.0pp |
| Annual return | 13.35% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,166 | $2,292-5.5% | $3,949-45.1% | $2,755-21.4% |
| Participant deferral / active EE | $6,450 | $4,411+46.2% | $6,276+2.8% | $4,296+50.2% |
| Admin fee / account holder | $481 | $7,191-93.3% | $10,363-95.4% | $6,918-93.0% |