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 BARNEY5+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $43,420 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,049 | $58,879-45.6% | $178,490-82.0% | $73,488-56.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.6pp |
| Annual return | 2.48% | 24.86%-22.4pp | 151.07%-148.6pp | 28.51%-26.0pp |
| Employer contribution / active EE | $2,525 | $2,236+12.9% | $5,011-49.6% | $2,270+11.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $302 | $400-24.5% | $13,984-97.8% | $513-41.1% |