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) | $29,274 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,075 | $44,960-13.1% | $84,966-54.0% | $74,495-47.5% |
| Participation rate | 57.0% | 49.4%+7.6pp | 67.5%-10.5pp | 67.2%-10.2pp |
| Annual return | 13.32% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $349 | $1,457-76.0% | $2,727-87.2% | $2,623-86.7% |
| Participant deferral / active EE | $1,925 | $2,731-29.5% | $4,519-57.4% | $4,346-55.7% |
| Admin fee / account holder | $286 | $2,209-87.1% | $6,149-95.4% | $1,942-85.3% |