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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,431 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $7,812 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $244 |
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 | $139,503 | $99,957+39.6% | $149,696-6.8% | $73,488+89.8% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.8pp | 70.7%+13.6pp |
| Annual return | 16.71% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,129 | $3,191-33.3% | $4,644-54.2% | $2,270-6.2% |
| Participant deferral / active EE | $12,589 | $6,073+107.3% | $6,842+84.0% | $3,740+236.6% |
| Admin fee / account holder | $229 | $551-58.5% | $9,309-97.5% | $513-55.4% |