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 GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $51,344 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $42,679 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,853 | $99,078-31.5% | $96,544-29.7% | $74,419-8.8% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.1pp |
| Annual return | 16.61% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $602 | $2,570-76.6% | $2,965-79.7% | $2,637-77.2% |
| Participant deferral / active EE | $3,369 | $4,933-31.7% | $4,851-30.5% | $4,528-25.6% |
| Admin fee / account holder | $169 | $225-24.6% | $8,252-97.9% | $348-51.3% |