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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,276 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $75,049 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,775 | $88,122+13.2% | $141,162-29.3% | $67,579+47.6% |
| Participation rate | 97.8% | 76.5%+21.3pp | 82.5%+15.3pp | 71.3%+26.5pp |
| Annual return | 27.32% | 75.40%-48.1pp | 71.39%-44.1pp | 378.56%-351.2pp |
| Employer contribution / active EE | $5,033 | $3,224+56.1% | $4,735+6.3% | $2,148+134.3% |
| Participant deferral / active EE | $10,831 | $5,958+81.8% | $6,709+61.4% | $3,539+206.0% |
| Admin fee / account holder | $294 | $131+124.4% | $10,261-97.1% | $142+106.4% |