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: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $41,495 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $605 |
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 | $160,137 | $55,449+188.8% | $83,848+91.0% | $56,287+184.5% |
| Participation rate | 93.0% | 68.0%+25.0pp | 76.1%+16.9pp | 69.9%+23.1pp |
| Annual return | -6.09% | -1.38%-4.7pp | 850.88%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,978 | $2,430+22.5% | $3,631-18.0% | $2,111+41.1% |
| Participant deferral / active EE | $9,473 | $2,935+222.7% | $4,082+132.1% | $3,350+182.8% |
| Admin fee / account holder | $321 | $656-51.0% | $5,478-94.1% | $521-38.3% |