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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $56,775 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,547 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 | $157,816 | $101,724+55.1% | $164,813-4.2% | $80,856+95.2% |
| Participation rate | 98.9% | 71.8%+27.0pp | 78.6%+20.3pp | 67.6%+31.2pp |
| Annual return | 17.84% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $11,649 | $2,953+294.4% | $4,341+168.4% | $2,755+322.9% |
| Participant deferral / active EE | $12,105 | $4,477+170.4% | $6,031+100.7% | $4,296+181.8% |
| Admin fee / account holder | $495 | $8,227-94.0% | $12,690-96.1% | $6,918-92.8% |