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 STANELY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $32,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,984 |
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 | $130,532 | $76,050+71.6% | $96,544+35.2% | $71,457+82.7% |
| Participation rate | 88.5% | 74.4%+14.1pp | 76.0%+12.6pp | 67.9%+20.6pp |
| Annual return | 15.60% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,774 | $2,244-21.0% | $2,965-40.2% | $2,588-31.5% |
| Participant deferral / active EE | $10,912 | $4,215+158.8% | $4,851+124.9% | $4,289+154.4% |
| Admin fee / account holder | $351 | $2,707-87.0% | $8,252-95.7% | $1,587-77.9% |