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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,632 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $71,546 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $27,428 |
CROWE LLP1 year Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $18,330 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,344 | $86,338-9.3% | $91,989-14.8% | $77,787+0.7% |
| Participation rate | 91.5% | 82.9%+8.6pp | 78.6%+12.9pp | 73.2%+18.3pp |
| Annual return | 32.11% | 29.65%+2.5pp | 69.02%-36.9pp | 32.57%-0.5pp |
| Employer contribution / active EE | $2,736 | $2,988-8.4% | $3,452-20.7% | $2,504+9.2% |
| Participant deferral / active EE | $9,017 | $6,908+30.5% | $5,923+52.2% | $3,967+127.3% |
| Admin fee / account holder | $285 | $79+259.1% | $7,743-96.3% | $100+184.8% |