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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $38,127 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $914 |
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 | $113,389 | $66,310+71.0% | $93,606+21.1% | $65,185+74.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.60% | 42.58%-20.0pp | 32.76%-10.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $3,020 | $2,012+50.1% | $2,718+11.1% | $2,177+38.7% |
| Participant deferral / active EE | $4,654 | $3,342+39.3% | $4,069+14.4% | $3,514+32.5% |
| Admin fee / account holder | $189 | $6,897-97.3% | $7,888-97.6% | $847-77.7% |