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.
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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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,205 | $79,449-1.6% | $189,557-58.7% | $85,850-8.9% |
| Participation rate | 77.0% | 66.0%+11.0pp | 78.4%-1.4pp | 69.3%+7.7pp |
| Annual return | 13.08% | 18.45%-5.4pp | 64.17%-51.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,211 | $2,081-41.8% | $4,412-72.6% | $2,565-52.8% |
| Participant deferral / active EE | $3,253 | $4,051-19.7% | $6,174-47.3% | $3,952-17.7% |
| Admin fee / account holder | $406 | $5,377-92.4% | $9,807-95.9% | $6,260-93.5% |