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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $25,523 |
THE VANGUARD GROUP, INC.4 years Service code 37 · EIN 23-1945930 | Loan Processing | $12,975 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 3520 THOMASVILLE RD, STE 100 · TALLAHASSEE, FL 32309 | Advisory (Plan) | $7,689 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,875 | $60,323+32.4% | $81,812-2.4% | $74,495+7.2% |
| Participation rate | 84.3% | 62.9%+21.4pp | 72.3%+11.9pp | 67.2%+17.1pp |
| Annual return | 13.85% | 16.90%-3.1pp | 773.79%-759.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,347 | $2,620+27.7% | $2,912+14.9% | $2,623+27.6% |
| Participant deferral / active EE | $7,000 | $3,387+106.6% | $4,319+62.1% | $4,346+61.1% |
| Admin fee / account holder | $419 | $1,486-71.8% | $7,386-94.3% | $1,942-78.4% |