Filed March 18, 2017
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 WEALTH MANAGEMENT Service code 26 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Participants) | $27,956 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $16,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,516 | $82,664-28.0% | $125,339-52.5% | $68,494-13.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.96% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,593 | $3,381+65.4% | $4,814+16.2% | $2,596+115.4% |
| Participant deferral / active EE | $6,831 | $6,110+11.8% | $7,446-8.3% | $4,027+69.6% |
| Admin fee / account holder | $314 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |