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 BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 36-3145972 | Consulting | $58,025 |
Service code 12 · EIN 13-3689044 | Participant communication; Participan... | $45,859 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 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 | $92,957 | $72,492+28.2% | $87,100+6.7% | $72,985+27.4% |
| Participation rate | 83.0% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.5pp |
| Annual return | 21.58% | 24.46%-2.9pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $910 | $1,894-52.0% | $2,521-63.9% | $2,440-62.7% |
| Participant deferral / active EE | $8,755 | $3,270+167.8% | $4,049+116.3% | $3,607+142.7% |
| Admin fee / account holder | $726 | $5,055-85.6% | $7,497-90.3% | $5,124-85.8% |