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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,751 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $53,988 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 55 111 N WASHINGTON ST, SUITE 410 · GREEN BAY, WI 54301 | Other Commissions | $17,898 |
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 | $70,730 | $78,781-10.2% | $100,516-29.6% | $73,409-3.7% |
| Participation rate | 99.2% | 80.0%+19.2pp | 79.4%+19.8pp | 72.2%+27.0pp |
| Annual return | 21.20% | 31.69%-10.5pp | 30.89%-9.7pp | 59.29%-38.1pp |
| Employer contribution / active EE | $3,176 | $2,420+31.3% | $3,418-7.1% | $2,234+42.2% |
| Participant deferral / active EE | $4,645 | $6,537-28.9% | $6,270-25.9% | $3,805+22.1% |
| Admin fee / account holder | $130 | $145-10.8% | $8,081-98.4% | $158-17.9% |