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 BARNEY6 years Filed as: MORGAN STANLEY WEALTH MGMT. LLC Service code 26 1 PENN PLAZA, 43RD FLOOR · NEW YORK, NY 10119 | Advisory (Participants) | $9,034 |
NWPS2 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $3,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,717 | $30,555+92.2% | $80,716-27.3% | $86,799-32.4% |
| Participation rate | 16.2% | 37.2%-21.0pp | 54.2%-37.9pp | 72.3%-56.0pp |
| Annual return | 18.32% | 30.35%-12.0pp | 87.28%-69.0pp | 97.91%-79.6pp |
| Employer contribution / active EE | $197 | $472-58.3% | $1,160-83.0% | $2,405-91.8% |
| Participant deferral / active EE | $529 | $1,050-49.6% | $2,146-75.4% | $4,131-87.2% |
| Admin fee / account holder | $69 | $135-49.4% | $3,380-98.0% | $170-59.6% |