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 BARNEY7+ years Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $87,455 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,710 | $46,292-46.6% | $143,757-82.8% | $64,808-61.9% |
| Participation rate | 69.3% | 64.2%+5.1pp | 80.3%-11.0pp | 71.5%-2.1pp |
| Annual return | -13.32% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,191 | $1,910-37.7% | $4,951-76.0% | $2,506-52.5% |
| Participant deferral / active EE | $1,046 | $2,646-60.4% | $5,637-81.4% | $4,310-75.7% |
| Admin fee / account holder | $157 | $154+2.1% | $14,673-98.9% | $188-16.4% |