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 15 · EIN 26-4310632 | Recordkeeping | $31,577 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,737 |
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 | $77,584 | $66,310+17.0% | $93,606-17.1% | $65,185+19.0% |
| Participation rate | 75.0% | 74.0%+1.0pp | 75.8%-0.8pp | 70.2%+4.8pp |
| Annual return | 25.98% | 42.58%-16.6pp | 32.76%-6.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,635 | $2,012-18.7% | $2,718-39.8% | $2,177-24.9% |
| Participant deferral / active EE | $3,711 | $3,342+11.1% | $4,069-8.8% | $3,514+5.6% |
| Admin fee / account holder | $184 | $6,897-97.3% | $7,888-97.7% | $847-78.3% |