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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $19,500 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $6,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $537 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,570 | $70,908+85.6% | $98,907+33.0% | $73,488+79.0% |
| Participation rate | 97.8% | 73.8%+24.1pp | 76.0%+21.8pp | 70.7%+27.1pp |
| Annual return | 18.27% | 34.17%-15.9pp | 196.43%-178.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $3,390 | $2,036+66.5% | $2,689+26.1% | $2,270+49.4% |
| Participant deferral / active EE | $5,411 | $3,500+54.6% | $4,244+27.5% | $3,740+44.7% |
| Admin fee / account holder | $128 | $535-76.0% | $6,642-98.1% | $513-75.0% |