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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OP. Service code 26 1300 THAMES STREET WHARF · BALITMORE, MD 21231 | Advisory (Participants) | $73,425 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,268 | $82,664+541.5% | $125,339+323.1% | $68,494+674.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.67% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $21,369 | $3,381+532.0% | $4,814+343.9% | $2,596+723.1% |
| Participant deferral / active EE | $5,644 | $6,110-7.6% | $7,446-24.2% | $4,027+40.2% |
| Admin fee / account holder | $22,869 | $6,275+264.4% | $10,010+128.5% | $5,403+323.3% |