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 37 · EIN 04-2647786 | Loan Processing | $13,444 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 35 | Employee (plan sponsor) | $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 | $57,914 | $88,122-34.3% | $141,162-59.0% | $67,579-14.3% |
| Participation rate | 85.2% | 76.5%+8.7pp | 82.5%+2.7pp | 71.3%+13.9pp |
| Annual return | 23.99% | 75.40%-51.4pp | 71.39%-47.4pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,415 | $3,224-25.1% | $4,735-49.0% | $2,148+12.4% |
| Participant deferral / active EE | $5,516 | $5,958-7.4% | $6,709-17.8% | $3,539+55.8% |
| Admin fee / account holder | $37 | $131-71.7% | $10,261-99.6% | $142-73.9% |