See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 24-4310632 100 S CHARLES ST. · BALTIMORE, MD 21231 | Advisory (Plan) | $46,005 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,849 | $65,561-14.8% | $91,541-39.0% | $74,304-24.8% |
| Participation rate | 82.9% | 56.6%+26.3pp | 69.8%+13.1pp | 60.3%+22.5pp |
| Annual return | 14.67% | 17.68%-3.0pp | 20.50%-5.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,103 | $1,717+22.5% | $2,505-16.0% | $2,241-6.2% |
| Participant deferral / active EE | $4,635 | $2,918+58.9% | $4,008+15.7% | $3,767+23.0% |
| Admin fee / account holder | $316 | $3,333-90.5% | $6,956-95.5% | $2,969-89.4% |