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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,412 | $45,283-35.0% | $155,790-81.1% | $52,331-43.8% |
| Participation rate | 22.9% | 62.2%-39.3pp | 76.1%-53.2pp | 68.1%-45.2pp |
| Annual return | -1.50% | 1.80%-3.3pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $288 | $1,329-78.3% | $3,836-92.5% | $1,882-84.7% |
| Participant deferral / active EE | $938 | $2,854-67.2% | $4,797-80.5% | $3,022-69.0% |
| Admin fee / account holder | $14 | $981-98.6% | $7,478-99.8% | $592-97.7% |