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 5-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 Filed as: MORGAN STANLEY Service code 26 411 E. WISCONSIN AVENUE, 22 · MILWAUKEE, WI 53202 | Advisory (Participants) | $45,000 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $15,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,467 | $84,784+4.3% | $98,439-10.1% | $74,419+18.9% |
| Participation rate | 96.9% | 81.5%+15.4pp | 75.2%+21.8pp | 70.7%+26.2pp |
| Annual return | 15.86% | 20.59%-4.7pp | 21.16%-5.3pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,242 | $3,364-33.4% | $3,048-26.5% | $2,637-15.0% |
| Participant deferral / active EE | $7,318 | $5,218+40.2% | $4,738+54.5% | $4,528+61.6% |
| Admin fee / account holder | $99 | $204-51.7% | $8,948-98.9% | $348-71.6% |