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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $28,195 |
PENSION INC.4+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $17,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,866 | $59,186-32.6% | $76,768-48.1% | $56,287-29.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 77.0%+15.3pp | 69.9%+22.5pp |
| Annual return | -6.73% | 6.62%-13.3pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $728 | $1,759-58.6% | $2,485-70.7% | $2,111-65.5% |
| Participant deferral / active EE | $3,219 | $3,255-1.1% | $3,852-16.4% | $3,350-3.9% |
| Admin fee / account holder | $311 | $489-36.4% | $6,675-95.3% | $521-40.3% |