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 BARNEY3+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $38,874 |
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 | $32,081 | $47,977-33.1% | $154,107-79.2% | $56,287-43.0% |
| Participation rate | 97.7% | 66.2%+31.5pp | 83.0%+14.6pp | 69.9%+27.8pp |
| Annual return | 5.73% | 3.54%+2.2pp | 735.12%-729.4pp | -9.96%+15.7pp |
| Employer contribution / active EE | $2,555 | $2,169+17.8% | $5,298-51.8% | $2,111+21.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $318 | $438-27.4% | $13,411-97.6% | $521-39.0% |