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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $19,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $55,162 | $66,302-16.8% | $110,238-50.0% | $56,287-2.0% |
| Participation rate | 73.9% | 74.9%-1.0pp | 79.8%-5.9pp | 69.9%+4.1pp |
| Annual return | -6.20% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,287 | $2,047-37.1% | $3,826-66.4% | $2,111-39.0% |
| Participant deferral / active EE | $5,513 | $3,381+63.1% | $4,672+18.0% | $3,350+64.6% |
| Admin fee / account holder | $101 | $698-85.5% | $8,547-98.8% | $521-80.6% |