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 26 · EIN 26-4310632 | Advisory (Participants) | $27,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,740 | $78,422+110.1% | $95,952+71.7% | $79,858+106.3% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 14.86% | 19.37%-4.5pp | 91.61%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,702 | $1,945-12.5% | $2,541-33.0% | $2,471-31.1% |
| Participant deferral / active EE | $8,870 | $3,440+157.9% | $4,167+112.9% | $3,740+137.2% |
| Admin fee / account holder | $439 | $5,622-92.2% | $6,795-93.5% | $5,306-91.7% |