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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $106,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,139 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,962 | $73,404-12.9% | $87,100-26.6% | $67,579-5.4% |
| Participation rate | 91.2% | 80.9%+10.4pp | 76.9%+14.4pp | 71.3%+20.0pp |
| Annual return | 23.55% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $660 | $2,014-67.2% | $2,521-73.8% | $2,148-69.3% |
| Participant deferral / active EE | $4,609 | $3,913+17.8% | $4,049+13.8% | $3,539+30.2% |
| Admin fee / account holder | $11 | $142-92.6% | $7,497-99.9% | $142-92.6% |