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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $51,419 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $425 |
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 | $92,017 | $58,083+58.4% | $80,019+15.0% | $56,287+63.5% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.8%+22.5pp | 69.9%+28.5pp |
| Annual return | -4.93% | 34.61%-39.5pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,926 | $1,932+51.4% | $2,468+18.6% | $2,111+38.6% |
| Participant deferral / active EE | $4,131 | $3,135+31.8% | $3,686+12.1% | $3,350+23.3% |
| Admin fee / account holder | $250 | $623-59.8% | $6,521-96.2% | $521-51.9% |