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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,200 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $14,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,558 | $73,638-24.6% | $95,952-42.1% | $73,488-24.4% |
| Participation rate | 91.3% | 76.2%+15.2pp | 77.1%+14.3pp | 70.7%+20.7pp |
| Annual return | 12.47% | 16.78%-4.3pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $554 | $1,863-70.3% | $2,541-78.2% | $2,270-75.6% |
| Participant deferral / active EE | $4,515 | $3,617+24.8% | $4,167+8.4% | $3,740+20.7% |
| Admin fee / account holder | $246 | $482-48.9% | $6,795-96.4% | $513-52.0% |