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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $30,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,111 | $111,090-41.4% | $156,263-58.3% | - |
| Participation rate | 100.0% | 75.0%+25.0pp | 78.9%+21.1pp | - |
| Annual return | 13.12% | 16.66%-3.5pp | 59.47%-46.4pp | - |
| Employer contribution / active EE | $4,718 | $2,524+86.9% | $4,333+8.9% | - |
| Participant deferral / active EE | $0 | $4,469-100.0% | $6,158-100.0% | - |
| Admin fee / account holder | $257 | $15,012-98.3% | $14,255-98.2% | - |