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 Service code 13 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Contract Administrator | $23,131 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,229 | $42,894+54.4% | $60,874+8.8% | $68,494-3.3% |
| Participation rate | 97.9% | 66.8%+31.1pp | 73.1%+24.8pp | 67.9%+30.0pp |
| Annual return | -12.99% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,793 | $1,978+91.8% | $2,701+40.4% | $2,596+46.1% |
| Participant deferral / active EE | $4,776 | $2,867+66.6% | $3,817+25.1% | $4,027+18.6% |
| Admin fee / account holder | $262 | $3,101-91.6% | $3,224-91.9% | $5,403-95.2% |