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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $5,009 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,580 | $51,620-44.6% | $90,281-68.3% | $65,185-56.2% |
| Participation rate | 36.5% | 68.6%-32.2pp | 73.3%-36.8pp | 70.2%-33.7pp |
| Annual return | 19.27% | 24.94%-5.7pp | 78.10%-58.8pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,555 | $2,871-45.8% | $3,885-60.0% | $3,514-55.8% |
| Admin fee / account holder | $26 | $384-93.3% | $5,351-99.5% | $847-97.0% |