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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.
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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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $33,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,162 | $101,317-16.9% | $146,958-42.7% | $74,495+13.0% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 12.89% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,716 | $3,810-28.7% | $4,933-44.9% | $2,623+3.6% |
| Participant deferral / active EE | $9,091 | $7,303+24.5% | $8,070+12.7% | $4,346+109.2% |
| Admin fee / account holder | $323 | $1,739-81.4% | $12,998-97.5% | $1,942-83.4% |