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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $93,292 |
MAXWELL LOCKE & RITTER LLP4+ years Service code 10 · EIN 74-2900215 | Accounting | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,491 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,281 | $120,075+108.4% | $90,782+175.7% | $55,725+349.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.7%+17.3pp | 70.9%+29.1pp |
| Annual return | -6.02% | -3.47%-2.6pp | -3.42%-2.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $16,502 | $4,693+251.7% | $4,105+302.0% | $2,078+694.1% |
| Participant deferral / active EE | $10,633 | $6,826+55.8% | $5,366+98.2% | $3,356+216.9% |
| Admin fee / account holder | $52 | $111-53.6% | $5,908-99.1% | $115-55.1% |