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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $28,331 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,413 | $59,417+10.1% | $93,606-30.1% | $74,495-12.2% |
| Participation rate | 92.8% | 59.7%+33.1pp | 68.7%+24.1pp | 67.2%+25.6pp |
| Annual return | 12.16% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,043 | $1,264-17.4% | $2,420-56.9% | $2,623-60.2% |
| Participant deferral / active EE | $5,606 | $3,050+83.8% | $4,411+27.1% | $4,346+29.0% |
| Admin fee / account holder | $250 | $3,021-91.7% | $8,285-97.0% | $1,942-87.1% |