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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $19,692 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $14,423 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,228 | $71,516-59.1% | $98,439-70.3% | $71,457-59.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | -62.54% | 32.41%-95.0pp | 21.16%-83.7pp | 28.85%-91.4pp |
| Employer contribution / active EE | $1,238 | $2,399-48.4% | $3,048-59.4% | $2,588-52.2% |
| Participant deferral / active EE | $2,827 | $4,109-31.2% | $4,738-40.3% | $4,289-34.1% |
| Admin fee / account holder | $36 | $1,675-97.8% | $8,948-99.6% | $1,587-97.7% |