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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $108,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,998 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $160,386 | $88,122+82.0% | $141,162+13.6% | $67,579+137.3% |
| Participation rate | 85.8% | 76.5%+9.4pp | 82.5%+3.4pp | 71.3%+14.6pp |
| Annual return | 25.50% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $6,035 | $3,224+87.2% | $4,735+27.5% | $2,148+181.0% |
| Participant deferral / active EE | $8,666 | $5,958+45.5% | $6,709+29.2% | $3,539+144.9% |
| Admin fee / account holder | $219 | $131+67.1% | $10,261-97.9% | $142+53.7% |