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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $42,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,294 |
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 | $164,598 | $89,355+84.2% | $141,162+16.6% | $72,985+125.5% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.4pp | 69.5%+24.4pp |
| Annual return | 30.24% | 111.85%-81.6pp | 71.39%-41.1pp | 81.00%-50.8pp |
| Employer contribution / active EE | $4,889 | $3,114+57.0% | $4,735+3.3% | $2,440+100.4% |
| Participant deferral / active EE | $12,074 | $5,418+122.8% | $6,709+80.0% | $3,607+234.7% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |