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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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $73,075 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $38,921 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $14,642 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,821 | $155,795-71.9% | $136,294-67.8% | $69,631-37.1% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 18.57% | 232464.33%-232445.8pp | 5155.94%-5137.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $934 | $2,991-68.8% | $4,695-80.1% | $2,032-54.0% |
| Participant deferral / active EE | $2,924 | $5,394-45.8% | $6,247-53.2% | $3,224-9.3% |
| Admin fee / account holder | $136 | $128+5.7% | $9,243-98.5% | $110+22.8% |