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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 650 S. EXETER STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $31,312 |
NWPS1 year Service code 37 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $19,581 |
ELLIN & TUCKER, CHARTERED6+ years Filed as: ELLIN AND TUCKER Service code 10 · EIN 52-0959934 30 WEST PATRICK STREET · FREDERICK, MD 21701 | Accounting | $9,000 |
Employer contribution per participant 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.
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 | $29,917 | $69,362-56.9% | $101,248-70.5% | $73,488-59.3% |
| Participation rate | 74.0% | 68.4%+5.6pp | 75.8%-1.8pp | 70.7%+3.3pp |
| Annual return | 12.11% | 18.46%-6.4pp | 46.47%-34.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $223 | $2,628-91.5% | $3,660-93.9% | $2,270-90.2% |
| Participant deferral / active EE | $2,299 | $3,300-30.3% | $4,370-47.4% | $3,740-38.5% |
| Admin fee / account holder | $219 | $704-68.9% | $5,945-96.3% | $513-57.4% |