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 8-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 BARNEY2 years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $32,814 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $11,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,998 | $78,419+27.5% | $133,956-25.3% | $73,409+36.2% |
| Participation rate | 64.4% | 78.6%-14.2pp | 79.8%-15.5pp | 72.2%-7.8pp |
| Annual return | 17.59% | 33.35%-15.8pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $939 | $2,044-54.1% | $3,919-76.0% | $2,234-58.0% |
| Participant deferral / active EE | $5,072 | $3,925+29.2% | $5,048+0.5% | $3,805+33.3% |
| Admin fee / account holder | $42 | $161-74.0% | $8,927-99.5% | $158-73.4% |