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 BARNEY4 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $46,215 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,189 |
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 | $40,667 | $66,457-38.8% | $81,382-50.0% | $77,643-47.6% |
| Participation rate | 97.8% | 68.7%+29.0pp | 69.5%+28.3pp | 70.6%+27.2pp |
| Annual return | 15.81% | 15.93%-0.1pp | 24.73%-8.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,251 | $2,159+4.3% | $2,463-8.6% | $2,726-17.4% |
| Participant deferral / active EE | $3,512 | $3,679-4.5% | $3,883-9.5% | $4,647-24.4% |
| Admin fee / account holder | $103 | $583-82.2% | $5,768-98.2% | $430-76.0% |