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 |
|---|---|---|
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $0 |
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 | $54,163 | $39,286+37.9% | $80,716-32.9% | $79,386-31.8% |
| Participation rate | 100.0% | 41.0%+59.0pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 25.02% | 98.95%-73.9pp | 87.28%-62.3pp | 116.85%-91.8pp |
| Employer contribution / active EE | $994 | $594+67.4% | $1,160-14.3% | $2,427-59.1% |
| Participant deferral / active EE | $2,202 | $1,264+74.2% | $2,146+2.6% | $4,046-45.6% |
| Admin fee / account holder | $14 | $647-97.8% | $3,380-99.6% | $626-97.7% |