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 BARNEY9+ years Filed as: MSSB Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,776 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,225 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-4310632 | Advisory (Plan) | $6,118 |
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 | $72,212 | $76,050-5.0% | $96,544-25.2% | $71,457+1.1% |
| Participation rate | 78.1% | 74.4%+3.7pp | 76.0%+2.1pp | 67.9%+10.2pp |
| Annual return | 15.62% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $926 | $2,244-58.7% | $2,965-68.8% | $2,588-64.2% |
| Participant deferral / active EE | $3,829 | $4,215-9.2% | $4,851-21.1% | $4,289-10.7% |
| Admin fee / account holder | $189 | $2,707-93.0% | $8,252-97.7% | $1,587-88.1% |