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 Service code 28 · EIN 20-8764829 | Investment Management | $61,060 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,560 |
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 | $146,922 | $160,882-8.7% | $200,582-26.8% | $102,872+42.8% |
| Participation rate | 95.7% | 91.2%+4.5pp | 86.9%+8.8pp | 73.0%+22.6pp |
| Annual return | 17.75% | 18.15%-0.4pp | 42.33%-24.6pp | 19.06%-1.3pp |
| Employer contribution / active EE | $4,011 | $5,602-28.4% | $6,419-37.5% | $3,526+13.8% |
| Participant deferral / active EE | $9,734 | $9,300+4.7% | $9,331+4.3% | $5,535+75.9% |
| Admin fee / account holder | $24 | $125-80.4% | $16,305-99.8% | $292-91.6% |