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 BARNEY3 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $39,317 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,299 | $69,823-56.6% | $77,163-60.7% | $74,419-59.3% |
| Participation rate | 95.6% | 70.0%+25.6pp | 69.6%+26.0pp | 70.7%+24.9pp |
| Annual return | 19.15% | 19.98%-0.8pp | 37.87%-18.7pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,223 | $2,150+3.4% | $2,535-12.3% | $2,637-15.7% |
| Participant deferral / active EE | $3,099 | $3,558-12.9% | $3,833-19.1% | $4,528-31.6% |
| Admin fee / account holder | $95 | $398-76.2% | $5,472-98.3% | $348-72.8% |