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 6-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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,187 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Participant l... | $18,641 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,272 | $37,393+101.3% | $77,024-2.3% | $66,914+12.5% |
| Participation rate | 78.2% | 52.9%+25.4pp | 67.9%+10.3pp | 69.8%+8.4pp |
| Annual return | -16.04% | -3.29%-12.7pp | 42.32%-58.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,077 | $1,531+35.7% | $2,812-26.2% | $2,544-18.4% |
| Participant deferral / active EE | $6,050 | $2,617+131.1% | $4,426+36.7% | $4,237+42.8% |
| Admin fee / account holder | $280 | $567-50.6% | $5,425-94.8% | $593-52.8% |