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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,769 |
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 | $38,090 | $79,171-51.9% | $102,423-62.8% | $74,495-48.9% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+13.0pp | 67.2%+22.2pp |
| Annual return | 11.49% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $996 | $2,362-57.8% | $3,023-67.1% | $2,623-62.0% |
| Participant deferral / active EE | $3,648 | $4,415-17.4% | $5,053-27.8% | $4,346-16.0% |
| Admin fee / account holder | $176 | $2,001-91.2% | $9,451-98.1% | $1,942-90.9% |