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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.
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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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,604 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,429 |
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 | $63,382 | $56,972+11.3% | $182,532-65.3% | $65,185-2.8% |
| Participation rate | 42.8% | 66.5%-23.7pp | 78.0%-35.2pp | 70.2%-27.4pp |
| Annual return | 20.36% | 27.67%-7.3pp | 148.54%-128.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $667 | $1,615-58.7% | $4,076-83.6% | $2,177-69.3% |
| Participant deferral / active EE | $1,935 | $3,526-45.1% | $5,524-65.0% | $3,514-44.9% |
| Admin fee / account holder | $297 | $528-43.7% | $8,592-96.5% | $847-64.9% |