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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 99 · EIN 26-4310844 | Other Fees | $25,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FIDUCIARY CORPORATION Service code 99 · EIN 04-2484178 | Other Fees | $10,231 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310632 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,030 | $89,652+72.9% | $141,162+9.8% | $65,185+137.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 18.79% | 32.79%-14.0pp | 71.39%-52.6pp | 29.38%-10.6pp |
| Employer contribution / active EE | $5,667 | $3,065+84.9% | $4,735+19.7% | $2,177+160.4% |
| Participant deferral / active EE | $10,238 | $5,691+79.9% | $6,709+52.6% | $3,514+191.4% |
| Admin fee / account holder | $494 | $569-13.0% | $10,261-95.2% | $847-41.6% |