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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $74,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$107,202 |
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 | $113,679 | $89,282+27.3% | $94,646+20.1% | $74,419+52.8% |
| Participation rate | 99.2% | 82.4%+16.7pp | 80.8%+18.3pp | 70.7%+28.4pp |
| Annual return | 19.66% | 25.96%-6.3pp | 156.71%-137.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,518 | $3,022-16.7% | $3,672-31.4% | $2,637-4.5% |
| Participant deferral / active EE | $10,731 | $8,425+27.4% | $7,418+44.7% | $4,528+137.0% |
| Admin fee / account holder | -$30 | $219-113.5% | $7,231-100.4% | $348-108.5% |