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 BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $37,867 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $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 | $110,087 | $99,957+10.1% | $149,696-26.5% | $73,488+49.8% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.5%+12.8pp | 70.7%+24.6pp |
| Annual return | 28.59% | 53.87%-25.3pp | 276.60%-248.0pp | 28.51%+0.1pp |
| Employer contribution / active EE | $4,330 | $3,191+35.7% | $4,644-6.8% | $2,270+90.8% |
| Participant deferral / active EE | $9,215 | $6,073+51.7% | $6,842+34.7% | $3,740+146.4% |
| Admin fee / account holder | $163 | $551-70.5% | $9,309-98.3% | $513-68.3% |