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 15 · EIN 26-4310632 | Recordkeeping | $21,504 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,253 |
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 | $93,673 | $70,908+32.1% | $98,907-5.3% | $73,488+27.5% |
| Participation rate | 74.6% | 73.8%+0.8pp | 76.0%-1.4pp | 70.7%+3.9pp |
| Annual return | 16.02% | 34.17%-18.1pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,045 | $2,036+0.4% | $2,689-23.9% | $2,270-9.9% |
| Participant deferral / active EE | $4,341 | $3,500+24.0% | $4,244+2.3% | $3,740+16.1% |
| Admin fee / account holder | $205 | $535-61.7% | $6,642-96.9% | $513-60.0% |