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 | $100,875 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $60,096 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $22,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,769 | $100,801+4.9% | $149,696-29.3% | $73,409+44.1% |
| Participation rate | 98.0% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 20.47% | 265.34%-244.9pp | 276.60%-256.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $4,685 | $3,312+41.5% | $4,644+0.9% | $2,234+109.8% |
| Participant deferral / active EE | $10,039 | $6,404+56.7% | $6,842+46.7% | $3,805+163.8% |
| Admin fee / account holder | $276 | $181+52.9% | $9,309-97.0% | $158+75.1% |