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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Participants) | $92,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,981 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,394 | $78,419-33.2% | $133,956-60.9% | $73,409-28.6% |
| Participation rate | 77.7% | 78.6%-0.9pp | 79.8%-2.2pp | 72.2%+5.5pp |
| Annual return | 20.12% | 33.35%-13.2pp | 45.09%-25.0pp | 59.29%-39.2pp |
| Employer contribution / active EE | $306 | $2,044-85.0% | $3,919-92.2% | $2,234-86.3% |
| Participant deferral / active EE | $2,442 | $3,925-37.8% | $5,048-51.6% | $3,805-35.8% |
| Admin fee / account holder | $272 | $161+68.4% | $8,927-97.0% | $158+72.1% |