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 Service code 27 12505 PK POTOMAC AVE., SUITE 200 · POTOMAC, MD 20854 | Advisory (Plan) | $21,774 |
WILEN MANAGEMENT CO., INC.7 years Service code 28 · EIN 52-1452536 2360 WEST JOPPA ROAD · LUTHERVILLE, MD 21903 | Investment Management | $17,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,170 | $122,239-41.8% | $184,203-61.4% | $74,495-4.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 3.40% | 19.95%-16.5pp | 28.81%-25.4pp | 1364.94%-1361.5pp |
| Employer contribution / active EE | $2,232 | $4,537-50.8% | $6,427-65.3% | $2,623-14.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $327 | $1,260-74.0% | $13,901-97.6% | $1,942-83.1% |