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: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $13,998 |
Filed as: MORGAN STANLEY Service code 16 1585 BROADWAY · NEW YORK, NY 10036 | Consulting | $13,512 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,140 |
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 | $223,981 | $76,670+192.1% | $96,683+131.7% | $71,457+213.4% |
| Participation rate | 88.9% | 66.6%+22.3pp | 74.3%+14.5pp | 67.9%+21.0pp |
| Annual return | 17.03% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,298 | $3,031-24.2% | $3,737-38.5% | $2,588-11.2% |
| Participant deferral / active EE | $10,057 | $3,771+166.7% | $4,878+106.2% | $4,289+134.5% |
| Admin fee / account holder | $186 | $2,028-90.8% | $6,730-97.2% | $1,587-88.3% |