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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $15,800 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,978 |
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 | $37,790 | $55,415-31.8% | $155,509-75.7% | $74,495-49.3% |
| Participation rate | 44.1% | 61.9%-17.8pp | 78.2%-34.0pp | 67.2%-23.1pp |
| Annual return | 11.78% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $958 | $2,267-57.7% | $4,672-79.5% | $2,623-63.5% |
| Participant deferral / active EE | $1,269 | $2,836-55.2% | $5,626-77.4% | $4,346-70.8% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |