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 13 · EIN 42-0127290 | Contract Administrator | $46,452 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $21,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $48,755 | $73,102-33.3% | $123,544-60.5% | $56,287-13.4% |
| Participation rate | 56.6% | 74.3%-17.7pp | 82.3%-25.7pp | 69.9%-13.3pp |
| Annual return | -1.42% | 3.01%-4.4pp | 119.20%-120.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $2,387 | $2,977-19.8% | $4,628-48.4% | $2,111+13.1% |
| Participant deferral / active EE | $4,922 | $5,423-9.2% | $6,426-23.4% | $3,350+46.9% |
| Admin fee / account holder | $330 | $554-40.3% | $9,284-96.4% | $521-36.6% |