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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $83,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,619 |
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 | $86,265 | $69,159+24.7% | $125,175-31.1% | $67,579+27.7% |
| Participation rate | 91.5% | 78.2%+13.3pp | 79.8%+11.8pp | 71.3%+20.3pp |
| Annual return | 23.00% | 27.12%-4.1pp | 43.79%-20.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,409 | $2,023-30.4% | $3,865-63.6% | $2,148-34.4% |
| Participant deferral / active EE | $4,451 | $3,700+20.3% | $4,937-9.8% | $3,539+25.8% |
| Admin fee / account holder | $29 | $142-79.3% | $9,702-99.7% | $142-79.4% |