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 BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Participants) | $34,928 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $27,547 |
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 | $96,612 | $102,317-5.6% | $146,958-34.3% | $80,856+19.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.11% | 134.76%-122.7pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,401 | $3,713-62.3% | $4,933-71.6% | $2,755-49.2% |
| Participant deferral / active EE | $7,977 | $6,644+20.1% | $8,070-1.2% | $4,296+85.7% |
| Admin fee / account holder | $651 | $7,941-91.8% | $12,998-95.0% | $6,918-90.6% |