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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $176,103 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,636 | $76,050+57.3% | $96,544+23.9% | $71,457+67.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 10.83% | 22.81%-12.0pp | 25.84%-15.0pp | 28.85%-18.0pp |
| Employer contribution / active EE | $8,662 | $2,244+286.0% | $2,965+192.1% | $2,588+234.7% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $611 | $2,707-77.4% | $8,252-92.6% | $1,587-61.5% |