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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,844 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $10,622 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $9,417 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,956 | $54,701+6.0% | $86,188-32.8% | $71,457-18.9% |
| Participation rate | 97.1% | 60.1%+37.0pp | 69.0%+28.2pp | 67.9%+29.2pp |
| Annual return | 16.55% | 20.06%-3.5pp | 1168.45%-1151.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,938 | $1,265+53.2% | $2,380-18.6% | $2,588-25.1% |
| Participant deferral / active EE | $6,285 | $3,108+102.2% | $3,985+57.7% | $4,289+46.6% |
| Admin fee / account holder | $216 | $1,922-88.7% | $6,852-96.8% | $1,587-86.4% |