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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $25,394 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,141 | $81,900-41.2% | $119,609-59.8% | $68,494-29.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.95% | -23.82%+10.9pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,150 | $2,693+54.1% | $4,232-1.9% | $2,596+59.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $218 | $6,582-96.7% | $10,323-97.9% | $5,403-96.0% |