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 | $35,127 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,075 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $35,757 | $59,535-39.9% | $90,160-60.3% | $62,292-42.6% |
| Participation rate | 91.2% | 73.0%+18.2pp | 76.9%+14.4pp | 69.5%+21.7pp |
| Annual return | 21.23% | 23.53%-2.3pp | 34.88%-13.6pp | 28.90%-7.7pp |
| Employer contribution / active EE | $3,078 | $1,826+68.6% | $3,318-7.2% | $2,042+50.7% |
| Participant deferral / active EE | $8,101 | $4,639+74.6% | $5,288+53.2% | $3,169+155.6% |
| Admin fee / account holder | $91 | $337-73.1% | $5,943-98.5% | $479-81.1% |