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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $169,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,384 | $84,936+50.0% | $111,297+14.5% | $79,386+60.5% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.3pp | 70.7%+28.9pp |
| Annual return | 17.21% | 17.45%-0.2pp | 54.65%-37.4pp | 116.85%-99.6pp |
| Employer contribution / active EE | $7,839 | $1,979+296.1% | $2,731+187.0% | $2,427+222.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $596 | $537+11.0% | $7,964-92.5% | $626-4.8% |