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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $26,250 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,750 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,057 | $89,436+42.1% | $164,813-22.9% | $77,643+63.6% |
| Participation rate | 92.7% | 78.6%+14.0pp | 78.6%+14.1pp | 70.6%+22.1pp |
| Annual return | 13.13% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,904 | $2,569-25.9% | $4,341-56.1% | $2,726-30.2% |
| Participant deferral / active EE | $3,780 | $4,897-22.8% | $6,031-37.3% | $4,647-18.7% |
| Admin fee / account holder | $105 | $339-69.1% | $12,690-99.2% | $430-75.6% |