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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $36,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,648 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $124,656 | $80,753+54.4% | $136,294-8.5% | $62,292+100.1% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 18.66% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $4,534 | $2,884+57.2% | $4,695-3.4% | $2,042+122.0% |
| Participant deferral / active EE | $11,488 | $5,164+122.5% | $6,247+83.9% | $3,169+262.5% |
| Admin fee / account holder | $10 | $525-98.0% | $9,243-99.9% | $479-97.8% |