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 Service code 27 · EIN 20-8764829 | Advisory (Plan) | $80,761 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $22,613 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $224,835 | $111,608+101.5% | $177,821+26.4% | $73,409+206.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.39% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $10,822 | $3,796+185.1% | $5,918+82.9% | $2,234+384.5% |
| Participant deferral / active EE | $16,977 | $6,199+173.9% | $7,714+120.1% | $3,805+346.1% |
| Admin fee / account holder | $233 | $166+40.6% | $12,427-98.1% | $158+47.5% |