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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $24,016 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,013 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,614 | $73,638+67.9% | $95,952+28.8% | $73,488+68.2% |
| Participation rate | 82.5% | 76.2%+6.3pp | 77.1%+5.4pp | 70.7%+11.8pp |
| Annual return | 23.12% | 16.78%+6.3pp | 91.61%-68.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $2,329 | $1,863+25.0% | $2,541-8.3% | $2,270+2.6% |
| Participant deferral / active EE | $7,119 | $3,617+96.8% | $4,167+70.8% | $3,740+90.4% |
| Admin fee / account holder | $220 | $482-54.3% | $6,795-96.8% | $513-57.1% |