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 BARNEY8+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $114,701 |
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 | $9,556,684-100.0% | $202,297-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 52.5%-52.5pp | 2.4%-2.4pp |
| Annual return | 8.87% | 22.81%-13.9pp | 14.21%-5.3pp | 22.81%-13.9pp |
| Employer contribution / active EE | $3,322 | $18,290-81.8% | $29,446-88.7% | $18,290-81.8% |
| Participant deferral / active EE | $0 | $603-100.0% | $125-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $7,524-100.0% | $85,222-100.0% |