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 55 1 NEW YORK PLZ FL12 · NEW YORK, NY 10004 | Other Commissions | $34,214 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,502 | $88,890-43.2% | $102,423-50.7% | $77,643-35.0% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.5%+14.9pp | 70.6%+20.9pp |
| Annual return | 15.13% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $746 | $2,698-72.3% | $3,023-75.3% | $2,726-72.6% |
| Participant deferral / active EE | $2,896 | $5,145-43.7% | $5,053-42.7% | $4,647-37.7% |
| Admin fee / account holder | $30 | $235-87.4% | $9,451-99.7% | $430-93.1% |