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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 650 S. EXETER STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $44,925 |
NWPS5 years Service code 37 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $27,327 |
ELLIN & TUCKER, CHARTERED10+ years Filed as: ELLIN AND TUCKER Service code 10 · EIN 52-0959934 30 WEST PATRICK STREET · FREDERICK, MD 21701 | Accounting | $17,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,083 | $80,724-55.3% | $103,333-65.1% | $74,495-51.6% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.7pp | 67.2%+14.0pp |
| Annual return | 13.46% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $209 | $3,157-93.4% | $3,868-94.6% | $2,623-92.0% |
| Participant deferral / active EE | $3,081 | $3,860-20.2% | $5,057-39.1% | $4,346-29.1% |
| Admin fee / account holder | $321 | $2,368-86.4% | $8,355-96.2% | $1,942-83.5% |