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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 ATTN MIDDLE OFFICE BALTIMORE · BALTIMORE, MD 21231 | Contract Administrator | $7,632 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $7,192 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $6,699 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,631 | $51,197-81.2% | $82,719-88.4% | $66,914-85.6% |
| Participation rate | 96.5% | 67.8%+28.6pp | 72.6%+23.9pp | 69.8%+26.7pp |
| Annual return | -17.64% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,347 | $2,611-48.4% | $3,009-55.2% | $2,544-47.1% |
| Participant deferral / active EE | $5,488 | $3,458+58.7% | $4,395+24.9% | $4,237+29.5% |
| Admin fee / account holder | $107 | $416-74.2% | $5,329-98.0% | $593-81.9% |