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 BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $29,349 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,844 | $67,984+38.0% | $65,493+43.3% | $74,304+26.3% |
| Participation rate | 95.5% | 66.3%+29.1pp | 73.1%+22.4pp | 60.3%+35.1pp |
| Annual return | 12.48% | 19.87%-7.4pp | 982.45%-970.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $3,711 | $2,491+48.9% | $2,574+44.1% | $2,241+65.6% |
| Participant deferral / active EE | $4,704 | $3,346+40.6% | $3,961+18.7% | $3,767+24.9% |
| Admin fee / account holder | $264 | $1,373-80.8% | $5,028-94.8% | $2,969-91.1% |