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: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Consulting | $36,736 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $782 |
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 | $184,488 | $63,346+191.2% | $92,233+100.0% | $70,131+163.1% |
| Participation rate | 89.2% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 18.42% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,178 | $2,471-11.8% | $3,679-40.8% | $2,342-7.0% |
| Participant deferral / active EE | $9,230 | $2,854+223.4% | $3,897+136.9% | $3,332+177.0% |
| Admin fee / account holder | $321 | $3,840-91.6% | $5,194-93.8% | $4,645-93.1% |