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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $85,221 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,988 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,127 |
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 | $687,979 | $52,953+1199.2% | $172,739+298.3% | $65,185+955.4% |
| Participation rate | 87.6% | 66.2%+21.4pp | 82.6%+4.9pp | 70.2%+17.4pp |
| Annual return | 22.91% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $29,566 | $2,190+1250.3% | $5,143+474.9% | $2,177+1258.4% |
| Participant deferral / active EE | $9,796 | $2,471+296.5% | $5,198+88.5% | $3,514+178.8% |
| Admin fee / account holder | $976 | $472+106.8% | $13,954-93.0% | $847+15.2% |