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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,795 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,466 |
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 | $52,813 | $49,138+7.5% | $84,015-37.1% | $65,185-19.0% |
| Participation rate | 75.7% | 60.7%+15.0pp | 69.0%+6.7pp | 70.2%+5.5pp |
| Annual return | 26.41% | 23.00%+3.4pp | 71.31%-44.9pp | 29.38%-3.0pp |
| Employer contribution / active EE | $2,878 | $914+214.9% | $1,983+45.1% | $2,177+32.2% |
| Participant deferral / active EE | $6,820 | $2,397+184.5% | $3,239+110.6% | $3,514+94.1% |
| Admin fee / account holder | $264 | $543-51.4% | $6,101-95.7% | $847-68.8% |