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 55 · EIN 26-4310632 | Other Commissions | $31,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,165 |
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 | $184,855 | $99,957+84.9% | $149,696+23.5% | $73,488+151.5% |
| Participation rate | 93.3% | 75.7%+17.6pp | 82.5%+10.8pp | 70.7%+22.6pp |
| Annual return | 20.10% | 53.87%-33.8pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $4,523 | $3,191+41.7% | $4,644-2.6% | $2,270+99.3% |
| Participant deferral / active EE | $11,300 | $6,073+86.1% | $6,842+65.2% | $3,740+202.2% |
| Admin fee / account holder | $8 | $551-98.6% | $9,309-99.9% | $513-98.5% |