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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $64,950 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $59,502 |
CARRET ASSET MANAGEMENT1 year Filed as: CARRET ASSET MANAGEMENT, LLC Service code 99 320 PARK AVE · NEW YORK, NY 10022 | Other Fees | $24,106 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $262,318 | $99,957+162.4% | $149,696+75.2% | $73,488+257.0% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.0pp | 70.7%+24.8pp |
| Annual return | 21.52% | 53.87%-32.3pp | 276.60%-255.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $16,171 | $3,191+406.8% | $4,644+248.2% | $2,270+612.3% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $660 | $551+19.9% | $9,309-92.9% | $513+28.7% |