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 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Advisory (Participants) | $8,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,590 | $64,909-35.9% | $82,313-49.5% | $62,292-33.2% |
| Participation rate | 73.7% | 74.9%-1.1pp | 76.9%-3.2pp | 69.5%+4.2pp |
| Annual return | 28.44% | 21.18%+7.3pp | 25.88%+2.6pp | 28.90%-0.5pp |
| Employer contribution / active EE | $3,485 | $1,676+107.9% | $2,428+43.5% | $2,042+70.6% |
| Participant deferral / active EE | $6,956 | $3,103+124.2% | $3,706+87.7% | $3,169+119.5% |
| Admin fee / account holder | $62 | $440-85.9% | $5,608-98.9% | $479-87.1% |