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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $29,207 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,140 | $84,487-15.8% | $125,339-43.2% | $66,914+6.3% |
| Participation rate | 94.3% | 76.4%+17.9pp | 82.4%+12.0pp | 69.8%+24.5pp |
| Annual return | -17.93% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,459 | $3,553-30.8% | $4,814-48.9% | $2,544-3.3% |
| Participant deferral / active EE | $6,583 | $6,781-2.9% | $7,446-11.6% | $4,237+55.4% |
| Admin fee / account holder | $280 | $685-59.2% | $10,010-97.2% | $593-52.8% |