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 GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $31,236 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,978 | $89,652-5.2% | $141,162-39.8% | $65,185+30.4% |
| Participation rate | 92.4% | 74.7%+17.7pp | 82.5%+9.9pp | 70.2%+22.2pp |
| Annual return | 27.32% | 32.79%-5.5pp | 71.39%-44.1pp | 29.38%-2.1pp |
| Employer contribution / active EE | $3,835 | $3,065+25.1% | $4,735-19.0% | $2,177+76.2% |
| Participant deferral / active EE | $7,900 | $5,691+38.8% | $6,709+17.8% | $3,514+124.8% |
| Admin fee / account holder | $145 | $569-74.5% | $10,261-98.6% | $847-82.9% |