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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,986 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $38,228 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,832 | $91,517+44.1% | $101,248+30.2% | $73,409+79.6% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 13.84% | 17.17%-3.3pp | 46.47%-32.6pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,638 | $2,877-43.0% | $3,660-55.2% | $2,234-26.6% |
| Participant deferral / active EE | $4,988 | $3,338+49.4% | $4,370+14.1% | $3,805+31.1% |
| Admin fee / account holder | $339 | $216+57.3% | $5,945-94.3% | $158+115.0% |