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 3-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 Service code 27 · EIN 20-8764829 | Advisory (Plan) | $112,286 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $46,355 |
VASQUEZ & COMPANY LLP2 years Service code 10 · EIN 33-0700332 | Accounting | $21,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,584 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,660 | $122,693+74.1% | $184,203+16.0% | $199,593+7.0% |
| Participation rate | 94.9% | 86.8%+8.1pp | 86.8%+8.0pp | 72.0%+22.9pp |
| Annual return | 23.94% | 143.91%-120.0pp | 28.81%-4.9pp | 34.25%-10.3pp |
| Employer contribution / active EE | $7,915 | $4,584+72.7% | $6,427+23.2% | $3,034+160.9% |
| Participant deferral / active EE | $20,430 | $7,990+155.7% | $9,131+123.7% | $5,087+301.6% |
| Admin fee / account holder | $34 | $121-71.7% | $13,901-99.8% | $269-87.3% |