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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.
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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 BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MGMT., LLC Service code 26 650 SOUTH EXETER ST., SUITE 1100 · BALTIMORE, MD 21202 | Advisory (Participants) | $76,504 |
NWPS5 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $32,930 |
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,834 | $59,417+42.8% | $93,606-9.4% | $74,495+13.9% |
| Participation rate | 89.5% | 59.7%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 14.27% | 81.83%-67.6pp | 133.20%-118.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $63 | $1,264-95.0% | $2,420-97.4% | $2,623-97.6% |
| Participant deferral / active EE | $6,084 | $3,050+99.5% | $4,411+37.9% | $4,346+40.0% |
| Admin fee / account holder | $447 | $3,021-85.2% | $8,285-94.6% | $1,942-77.0% |