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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Participants) | $30,682 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $27,603 |
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 | $80,929 | $93,571-13.5% | $135,903-40.5% | $75,163+7.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.65% | 30.90%-14.3pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,271 | $3,537+20.8% | $4,856-12.0% | $2,670+60.0% |
| Participant deferral / active EE | $8,721 | $6,404+36.2% | $7,758+12.4% | $4,125+111.4% |
| Admin fee / account holder | $463 | $6,975-93.4% | $10,762-95.7% | $5,651-91.8% |