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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,635 |
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 | $57,553 | $65,435-12.0% | $86,677-33.6% | $66,914-14.0% |
| Participation rate | 81.6% | 75.5%+6.1pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | -15.14% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $936 | $2,153-56.5% | $2,836-67.0% | $2,544-63.2% |
| Participant deferral / active EE | $3,920 | $4,100-4.4% | $4,656-15.8% | $4,237-7.5% |
| Admin fee / account holder | $165 | $642-74.2% | $7,493-97.8% | $593-72.1% |