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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $13,729 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,327 | $61,272-45.6% | $149,673-77.7% | $71,457-53.4% |
| Participation rate | 44.3% | 62.5%-18.2pp | 78.8%-34.5pp | 67.9%-23.6pp |
| Annual return | 15.38% | 35.85%-20.5pp | 134.42%-119.0pp | 28.85%-13.5pp |
| Employer contribution / active EE | $941 | $2,378-60.4% | $4,818-80.5% | $2,588-63.6% |
| Participant deferral / active EE | $1,198 | $2,917-58.9% | $5,680-78.9% | $4,289-72.1% |
| Admin fee / account holder | $238 | $1,261-81.1% | $13,210-98.2% | $1,587-85.0% |