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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $13,568 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,549 |
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 | $28,013 | $65,061-56.9% | $143,757-80.5% | $66,914-58.1% |
| Participation rate | 49.3% | 65.2%-15.9pp | 80.3%-31.1pp | 69.8%-20.5pp |
| Annual return | -16.52% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $972 | $2,361-58.8% | $4,951-80.4% | $2,544-61.8% |
| Participant deferral / active EE | $1,381 | $2,919-52.7% | $5,637-75.5% | $4,237-67.4% |
| Admin fee / account holder | $230 | $502-54.2% | $14,673-98.4% | $593-61.3% |