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 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $73,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,700 |
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 | $53,495 | $60,545-11.6% | $92,233-42.0% | $69,631-23.2% |
| Participation rate | 96.8% | 72.2%+24.7pp | 76.5%+20.4pp | 70.7%+26.1pp |
| Annual return | 18.02% | 19.71%-1.7pp | 176.28%-158.3pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,692 | $2,633+2.2% | $3,679-26.8% | $2,032+32.5% |
| Participant deferral / active EE | $7,589 | $2,828+168.4% | $3,897+94.8% | $3,224+135.4% |
| Admin fee / account holder | $9 | $145-93.9% | $5,194-99.8% | $110-92.0% |