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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,893 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $80,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,906 | $122,186-60.8% | $146,958-67.4% | $199,593-76.0% |
| Participation rate | 56.9% | 78.3%-21.4pp | 82.2%-25.2pp | 72.0%-15.1pp |
| Annual return | 20.09% | 30.56%-10.5pp | 418.34%-398.2pp | 34.25%-14.2pp |
| Employer contribution / active EE | $999 | $4,093-75.6% | $4,933-79.8% | $3,034-67.1% |
| Participant deferral / active EE | $3,682 | $8,502-56.7% | $8,070-54.4% | $5,087-27.6% |
| Admin fee / account holder | $101 | $179-43.3% | $12,998-99.2% | $269-62.3% |