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: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $102,789 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $575 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,303 | $73,102+347.7% | $123,544+164.9% | $56,287+481.5% |
| Participation rate | 99.3% | 74.3%+24.9pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | -4.23% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $14,535 | $2,977+388.2% | $4,628+214.1% | $2,111+588.5% |
| Participant deferral / active EE | $13,297 | $5,423+145.2% | $6,426+106.9% | $3,350+297.0% |
| Admin fee / account holder | $520 | $554-6.0% | $9,284-94.4% | $521-0.1% |