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 13 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Contract Administrator | $22,167 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,844 | $65,557+17.2% | $64,056+20.0% | $71,457+7.5% |
| Participation rate | 93.1% | 73.2%+20.0pp | 72.3%+20.8pp | 67.9%+25.2pp |
| Annual return | 13.11% | 18.94%-5.8pp | 33.69%-20.6pp | 28.85%-15.7pp |
| Employer contribution / active EE | $3,757 | $2,669+40.8% | $2,747+36.8% | $2,588+45.2% |
| Participant deferral / active EE | $4,953 | $3,626+36.6% | $3,880+27.7% | $4,289+15.5% |
| Admin fee / account holder | $253 | $616-58.9% | $3,068-91.7% | $1,587-84.0% |