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 Service code 13 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Contract Administrator | $21,443 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,901 |
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 | $76,934 | $74,706+3.0% | $75,696+1.6% | $79,386-3.1% |
| Participation rate | 96.0% | 75.3%+20.7pp | 74.8%+21.2pp | 70.7%+25.3pp |
| Annual return | 34.82% | 18.52%+16.3pp | 104.53%-69.7pp | 116.85%-82.0pp |
| Employer contribution / active EE | $3,497 | $2,590+35.0% | $2,743+27.5% | $2,427+44.0% |
| Participant deferral / active EE | $4,262 | $3,533+20.6% | $3,821+11.5% | $4,046+5.3% |
| Admin fee / account holder | $251 | $374-33.0% | $3,619-93.1% | $626-60.0% |