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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 7755 MONTGOMERY RD. · CINCINNATI, OH 45236 | Consulting | $42,753 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $998 |
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 | $91,924 | $56,629+62.3% | $77,999+17.9% | $55,167+66.6% |
| Participation rate | 91.8% | 73.3%+18.5pp | 75.5%+16.3pp | 69.0%+22.8pp |
| Annual return | 8.18% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,772 | $1,723+60.9% | $2,470+12.2% | $1,963+41.2% |
| Participant deferral / active EE | $3,923 | $2,777+41.3% | $3,497+12.2% | $3,054+28.4% |
| Admin fee / account holder | $207 | $467-55.7% | $5,480-96.2% | $504-58.9% |