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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $17,500 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $8,750 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,094 | $91,372+28.2% | $129,995-9.9% | $74,419+57.3% |
| Participation rate | 90.1% | 77.8%+12.3pp | 78.5%+11.6pp | 70.7%+19.4pp |
| Annual return | 16.94% | 23.21%-6.3pp | -137.18%+154.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,774 | $2,563-30.8% | $4,320-58.9% | $2,637-32.7% |
| Participant deferral / active EE | $3,346 | $4,721-29.1% | $5,820-42.5% | $4,528-26.1% |
| Admin fee / account holder | $81 | $283-71.4% | $10,614-99.2% | $348-76.7% |