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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 99 · EIN 51-0116113 | Other Fees | $25,000 |
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 | $182,755 | $99,957+82.8% | $149,696+22.1% | $73,488+148.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 13.20% | 53.87%-40.7pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $5,880 | $3,191+84.3% | $4,644+26.6% | $2,270+159.0% |
| Participant deferral / active EE | $11,259 | $6,073+85.4% | $6,842+64.6% | $3,740+201.1% |
| Admin fee / account holder | $578 | $551+4.9% | $9,309-93.8% | $513+12.6% |