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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $124,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,641 | $82,202+82.0% | $125,339+19.4% | $64,808+130.9% |
| Participation rate | 88.2% | 77.9%+10.3pp | 82.4%+5.8pp | 71.5%+16.7pp |
| Annual return | -15.64% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $6,799 | $3,615+88.0% | $4,814+41.2% | $2,506+171.3% |
| Participant deferral / active EE | $9,884 | $7,175+37.8% | $7,446+32.7% | $4,310+129.3% |
| Admin fee / account holder | $233 | $163+42.8% | $10,010-97.7% | $188+24.2% |