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 64 · EIN 71-0294708 | Recordkeeping Fees | $64,684 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 20-8764829 | Accounting | $33,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,031 | $42,901-58.0% | $91,220-80.2% | $64,808-72.2% |
| Participation rate | 82.4% | 68.1%+14.2pp | 73.2%+9.2pp | 71.5%+10.9pp |
| Annual return | -16.37% | -13.53%-2.8pp | 114.01%-130.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,128 | $1,571-28.2% | $2,850-60.4% | $2,506-55.0% |
| Participant deferral / active EE | $1,476 | $3,501-57.8% | $4,234-65.1% | $4,310-65.8% |
| Admin fee / account holder | $127 | $131-3.3% | $5,420-97.7% | $188-32.5% |