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 BARNEY7 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 | $1,797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,709 | $84,784-8.3% | $98,439-21.1% | $74,419+4.4% |
| Participation rate | 92.9% | 81.5%+11.4pp | 75.2%+17.8pp | 70.7%+22.2pp |
| Annual return | 57.50% | 20.59%+36.9pp | 21.16%+36.3pp | 34.38%+23.1pp |
| Employer contribution / active EE | $1,901 | $3,364-43.5% | $3,048-37.6% | $2,637-27.9% |
| Participant deferral / active EE | $4,429 | $5,218-15.1% | $4,738-6.5% | $4,528-2.2% |
| Admin fee / account holder | $52 | $204-74.5% | $8,948-99.4% | $348-85.0% |