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 BARNEY7 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $28,337 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $23,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,389 | $55,415-21.7% | $155,509-72.1% | $74,495-41.8% |
| Participation rate | 74.7% | 61.9%+12.8pp | 78.2%-3.5pp | 67.2%+7.5pp |
| Annual return | 11.60% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,508 | $2,267-33.5% | $4,672-67.7% | $2,623-42.5% |
| Participant deferral / active EE | $3,034 | $2,836+7.0% | $5,626-46.1% | $4,346-30.2% |
| Admin fee / account holder | $236 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |