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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $50,647 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,321 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,163 | $86,332+10.2% | $125,175-24.0% | $65,185+46.0% |
| Participation rate | 92.3% | 75.3%+17.0pp | 79.8%+12.6pp | 70.2%+22.1pp |
| Annual return | 18.00% | 27.43%-9.4pp | 43.79%-25.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,016 | $2,040-1.2% | $3,865-47.8% | $2,177-7.4% |
| Participant deferral / active EE | $2,516 | $3,537-28.9% | $4,937-49.0% | $3,514-28.4% |
| Admin fee / account holder | $198 | $609-67.5% | $9,702-98.0% | $847-76.7% |