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 Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $43,163 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $795 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,538 | $64,119+222.1% | $112,228+84.0% | $66,914+208.7% |
| Participation rate | 86.0% | 68.5%+17.6pp | 75.1%+11.0pp | 69.8%+16.2pp |
| Annual return | -16.82% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,182 | $3,005-27.4% | $3,635-40.0% | $2,544-14.3% |
| Participant deferral / active EE | $9,430 | $3,693+155.3% | $4,728+99.5% | $4,237+122.6% |
| Admin fee / account holder | $298 | $625-52.3% | $6,410-95.4% | $593-49.8% |