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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $81,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,475 |
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 | $133,227 | $79,519+67.5% | $95,952+38.8% | $73,409+81.5% |
| Participation rate | 86.0% | 81.2%+4.8pp | 77.1%+8.9pp | 72.2%+13.8pp |
| Annual return | 20.65% | 19.20%+1.4pp | 91.61%-71.0pp | 59.29%-38.6pp |
| Employer contribution / active EE | $2,885 | $2,048+40.9% | $2,541+13.5% | $2,234+29.1% |
| Participant deferral / active EE | $10,140 | $4,138+145.0% | $4,167+143.4% | $3,805+166.5% |
| Admin fee / account holder | $138 | $184-25.3% | $6,795-98.0% | $158-12.8% |