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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $23,750 |
ADP BROKER-DEALER6+ 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 | $108,609 | $81,474+33.3% | $133,956-18.9% | $73,488+47.8% |
| Participation rate | 75.9% | 76.4%-0.5pp | 79.8%-4.0pp | 70.7%+5.2pp |
| Annual return | 30.26% | 19.40%+10.9pp | 45.09%-14.8pp | 28.51%+1.7pp |
| Employer contribution / active EE | $1,434 | $2,209-35.1% | $3,919-63.4% | $2,270-36.8% |
| Participant deferral / active EE | $6,067 | $3,786+60.2% | $5,048+20.2% | $3,740+62.2% |
| Admin fee / account holder | $143 | $713-79.9% | $8,927-98.4% | $513-72.1% |