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 BARNEY3 years Filed as: MORGAN STANLEY Service code 12 2001 COMMONWEALTH BLVD · ANN ARBOR, MI 48105 | Direct payment from the plan; Claims ... | $29,897 |
Service code 12 · EIN 48-1205033 | Participant loan processing; Recordke... | $10,915 |
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).
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 | $75,820 | $50,175+51.1% | $99,443-23.8% | $65,185+16.3% |
| Participation rate | 96.1% | 68.4%+27.7pp | 73.8%+22.2pp | 70.2%+25.9pp |
| Annual return | 20.62% | 25.36%-4.7pp | 30.72%-10.1pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,865 | $1,496+24.7% | $2,540-26.6% | $2,177-14.3% |
| Participant deferral / active EE | $3,073 | $2,748+11.8% | $3,619-15.1% | $3,514-12.6% |
| Admin fee / account holder | $337 | $398-15.2% | $6,250-94.6% | $847-60.2% |