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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,121 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,973 |
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 | $56,016 | $60,795-7.9% | $69,455-19.3% | $65,185-14.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 9.14% | 17.46%-8.3pp | 28.97%-19.8pp | 29.38%-20.2pp |
| Employer contribution / active EE | $3,306 | $2,452+34.8% | $2,779+19.0% | $2,177+51.9% |
| Participant deferral / active EE | $4,138 | $3,162+30.9% | $3,535+17.0% | $3,514+17.8% |
| Admin fee / account holder | $201 | $314-36.0% | $3,839-94.8% | $847-76.3% |