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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $23,066 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,860 |
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 | $77,628 | $58,083+33.6% | $80,019-3.0% | $56,287+37.9% |
| Participation rate | 73.9% | 73.6%+0.3pp | 75.8%-1.9pp | 69.9%+4.1pp |
| Annual return | -6.15% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,908 | $1,932-1.2% | $2,468-22.7% | $2,111-9.6% |
| Participant deferral / active EE | $4,353 | $3,135+38.9% | $3,686+18.1% | $3,350+30.0% |
| Admin fee / account holder | $214 | $623-65.6% | $6,521-96.7% | $521-58.9% |