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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $81,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,068 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $571,765 | $47,977+1091.8% | $154,107+271.0% | $56,287+915.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 83.0%+4.5pp | 69.9%+17.6pp |
| Annual return | -4.60% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $31,545 | $2,169+1354.6% | $5,298+495.5% | $2,111+1394.3% |
| Participant deferral / active EE | $10,206 | $2,392+326.7% | $5,081+100.9% | $3,350+204.7% |
| Admin fee / account holder | $974 | $438+122.3% | $13,411-92.7% | $521+87.0% |