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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $16,649 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $34,249 | $54,762-37.5% | $90,281-62.1% | $72,985-53.1% |
| Participation rate | 94.0% | 65.1%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 24.61% | 30.63%-6.0pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $731 | $2,092-65.1% | $2,854-74.4% | $2,440-70.0% |
| Participant deferral / active EE | $2,915 | $2,887+1.0% | $3,885-25.0% | $3,607-19.2% |
| Admin fee / account holder | $35 | $3,972-99.1% | $5,351-99.3% | $5,124-99.3% |