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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 20-8764829 ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231 | Consulting | $85,000 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,988 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,336 | $47,648+127.4% | $130,648-17.1% | $67,579+60.3% |
| Participation rate | 96.7% | 60.4%+36.3pp | 71.7%+25.0pp | 71.3%+25.5pp |
| Annual return | 27.47% | 25.73%+1.7pp | 1708.96%-1681.5pp | 378.56%-351.1pp |
| Employer contribution / active EE | $3,212 | $1,408+128.1% | $4,092-21.5% | $2,148+49.5% |
| Participant deferral / active EE | $9,659 | $2,616+269.2% | $3,603+168.1% | $3,539+172.9% |
| Admin fee / account holder | $40 | $105-62.3% | $5,464-99.3% | $142-72.2% |