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 26 · EIN 20-8764829 | Advisory (Participants) | $54,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,263 | $82,202-24.3% | $125,339-50.3% | $64,808-3.9% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -17.39% | 3.48%-20.9pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,631 | $3,615-27.2% | $4,814-45.3% | $2,506+5.0% |
| Participant deferral / active EE | $9,649 | $7,175+34.5% | $7,446+29.6% | $4,310+123.9% |
| Admin fee / account holder | $273 | $163+67.4% | $10,010-97.3% | $188+45.6% |