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.
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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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $32,464 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,555 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,197 | $65,435+79.1% | $86,677+35.2% | $66,914+75.1% |
| Participation rate | 76.7% | 75.5%+1.3pp | 76.6%+0.2pp | 69.8%+6.9pp |
| Annual return | -14.03% | -10.89%-3.1pp | 35.91%-49.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,658 | $2,153-23.0% | $2,836-41.6% | $2,544-34.8% |
| Participant deferral / active EE | $8,980 | $4,100+119.0% | $4,656+92.9% | $4,237+112.0% |
| Admin fee / account holder | $387 | $642-39.8% | $7,493-94.8% | $593-34.8% |