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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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $21,408 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $15,195 |
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 | $35,944 | $47,722-24.7% | $82,719-56.5% | $64,808-44.5% |
| Participation rate | 24.2% | 67.6%-43.4pp | 72.6%-48.3pp | 71.5%-47.3pp |
| Annual return | -17.33% | -13.05%-4.3pp | 701.18%-718.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,282 | $3,329-61.5% | $4,395-70.8% | $4,310-70.2% |
| Admin fee / account holder | $140 | $143-2.4% | $5,329-97.4% | $188-25.7% |