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 15 · EIN 26-4310632 | Recordkeeping | $29,880 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $116,504 | $60,396+92.9% | $111,392+4.6% | $56,287+107.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | -4.08% | 20.26%-24.3pp | -2.06%-2.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $9,848 | $3,459+184.7% | $4,328+127.6% | $2,111+366.5% |
| Participant deferral / active EE | $2,880 | $4,421-34.9% | $5,567-48.3% | $3,350-14.0% |
| Admin fee / account holder | $213 | $610-65.0% | $12,266-98.3% | $521-59.0% |