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 BARNEY6+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $120,849 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $161,924-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 34.6%-34.6pp | 3.6%-3.6pp |
| Annual return | 27.78% | 11.84%+15.9pp | 10.41%+17.4pp | 11.84%+15.9pp |
| Employer contribution / active EE | $3,208 | $17,339-81.5% | $31,248-89.7% | $17,339-81.5% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,130-100.0% | $409-100.0% |