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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $6,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,709 | $50,815-57.3% | $155,509-86.0% | $77,643-72.0% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+21.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $530 | $1,993-73.4% | $4,672-88.7% | $2,726-80.6% |
| Participant deferral / active EE | $908 | $2,822-67.8% | $5,626-83.9% | $4,647-80.5% |
| Admin fee / account holder | $17 | $437-96.0% | $15,912-99.9% | $430-96.0% |