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.
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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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $37,564 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,943 | $83,902+168.1% | $167,512+34.3% | $84,808+165.2% |
| Participation rate | 97.0% | 66.5%+30.6pp | 77.1%+20.0pp | 68.3%+28.7pp |
| Annual return | 18.19% | 91.55%-73.4pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,682 | $2,264+151.0% | $3,882+46.4% | $2,631+116.0% |
| Participant deferral / active EE | $15,445 | $4,442+247.7% | $6,405+141.2% | $4,212+266.7% |
| Admin fee / account holder | $409 | $7,915-94.8% | $9,769-95.8% | $7,344-94.4% |