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 Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $66,531 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,884 | $86,944+178.2% | $107,525+125.0% | $74,304+225.5% |
| Participation rate | 86.6% | 59.6%+27.1pp | 75.1%+11.6pp | 60.3%+26.3pp |
| Annual return | 18.34% | 23.52%-5.2pp | 181.32%-163.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $4,329 | $2,757+57.0% | $3,754+15.3% | $2,241+93.1% |
| Participant deferral / active EE | $9,496 | $3,554+167.2% | $5,116+85.6% | $3,767+152.1% |
| Admin fee / account holder | $356 | $3,727-90.4% | $8,919-96.0% | $2,969-88.0% |