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: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $18,661 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,490 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,803 | $59,417-4.4% | $93,606-39.3% | $74,495-23.7% |
| Participation rate | 94.2% | 59.7%+34.5pp | 68.7%+25.5pp | 67.2%+27.0pp |
| Annual return | 16.28% | 81.83%-65.6pp | 133.20%-116.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,431 | $1,264+92.3% | $2,420+0.4% | $2,623-7.3% |
| Participant deferral / active EE | $3,010 | $3,050-1.3% | $4,411-31.8% | $4,346-30.7% |
| Admin fee / account holder | $116 | $3,021-96.2% | $8,285-98.6% | $1,942-94.0% |