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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $30,676 |
Filed as: GREAT LAKES PENSION SERVICES, INC. Service code 49 | Other Services | $4,978 |
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 | $60,542 | $88,083-31.3% | $164,813-63.3% | $74,495-18.7% |
| Participation rate | 88.4% | 73.0%+15.4pp | 78.6%+9.8pp | 67.2%+21.2pp |
| Annual return | 12.49% | 17.26%-4.8pp | 69.93%-57.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $866 | $2,593-66.6% | $4,341-80.0% | $2,623-67.0% |
| Participant deferral / active EE | $4,718 | $4,498+4.9% | $6,031-21.8% | $4,346+8.6% |
| Admin fee / account holder | $126 | $2,234-94.4% | $12,690-99.0% | $1,942-93.5% |