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 BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Consulting | $27,163 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Consulting | $8,916 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $229 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,942 | $56,897+184.6% | $84,750+91.1% | $62,891+157.5% |
| Participation rate | 96.6% | 68.5%+28.1pp | 76.6%+20.0pp | 69.3%+27.3pp |
| Annual return | 6.43% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,176 | $2,400-9.3% | $3,574-39.1% | $2,281-4.6% |
| Participant deferral / active EE | $9,162 | $2,709+238.2% | $3,712+146.8% | $3,203+186.1% |
| Admin fee / account holder | $318 | $3,581-91.1% | $5,332-94.0% | $4,296-92.6% |