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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.
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 Service code 55 · EIN 26-4310632 | Other Commissions | $63,338 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,036 | $93,182-27.0% | $146,665-53.6% | $79,386-14.3% |
| Participation rate | 93.1% | 76.4%+16.6pp | 80.1%+13.0pp | 70.7%+22.4pp |
| Annual return | 15.35% | 21.61%-6.3pp | 22.74%-7.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $443 | $2,420-81.7% | $4,136-89.3% | $2,427-81.8% |
| Participant deferral / active EE | $4,283 | $4,169+2.7% | $5,506-22.2% | $4,046+5.9% |
| Admin fee / account holder | $2 | $585-99.6% | $10,280-100.0% | $626-99.6% |