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 SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $484 |
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 | $106,814 | $72,607+47.1% | $90,749+17.7% | $66,914+59.6% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | -17.53% | -12.28%-5.2pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,848 | $2,369+20.3% | $2,921-2.5% | $2,544+12.0% |
| Participant deferral / active EE | $5,674 | $3,977+42.7% | $4,564+24.3% | $4,237+33.9% |
| Admin fee / account holder | $107 | $707-84.8% | $8,445-98.7% | $593-81.9% |