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) | $36,818 |
COHN REZNICK LLP5 years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $12,325 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,842 | $80,724-25.9% | $103,333-42.1% | $74,495-19.7% |
| Participation rate | 47.7% | 65.7%-17.9pp | 74.5%-26.8pp | 67.2%-19.5pp |
| Annual return | 13.98% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $250 | $3,157-92.1% | $3,868-93.5% | $2,623-90.5% |
| Participant deferral / active EE | $4,203 | $3,860+8.9% | $5,057-16.9% | $4,346-3.3% |
| Admin fee / account holder | $197 | $2,368-91.7% | $8,355-97.6% | $1,942-89.9% |