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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $63,966 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,392 | $101,317+88.9% | $146,958+30.2% | $74,495+156.9% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 17.18% | 8730.91%-8713.7pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $7,115 | $3,810+86.7% | $4,933+44.2% | $2,623+171.3% |
| Participant deferral / active EE | $11,161 | $7,303+52.8% | $8,070+38.3% | $4,346+156.8% |
| Admin fee / account holder | $529 | $1,739-69.6% | $12,998-95.9% | $1,942-72.8% |