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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $82,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,659 |
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 | $147,291 | $88,890+65.7% | $102,423+43.8% | $77,643+89.7% |
| Participation rate | 91.0% | 80.9%+10.0pp | 76.5%+14.5pp | 70.6%+20.4pp |
| Annual return | 11.87% | 24.98%-13.1pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $7,765 | $2,698+187.9% | $3,023+156.8% | $2,726+184.9% |
| Participant deferral / active EE | $7,114 | $5,145+38.3% | $5,053+40.8% | $4,647+53.1% |
| Admin fee / account holder | $259 | $235+10.0% | $9,451-97.3% | $430-39.8% |