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 OPS Service code 27 ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $129,267 | $44,794+188.6% | $90,281+43.2% | $77,787+66.2% |
| Participation rate | 88.5% | 66.6%+21.9pp | 73.3%+15.2pp | 73.2%+15.2pp |
| Annual return | 24.59% | 28.23%-3.6pp | 78.10%-53.5pp | 32.57%-8.0pp |
| Employer contribution / active EE | $4,648 | $1,809+157.0% | $2,854+62.8% | $2,504+85.6% |
| Participant deferral / active EE | $7,714 | $2,642+192.0% | $3,885+98.5% | $3,967+94.4% |
| Admin fee / account holder | -$16 | $94-117.1% | $5,351-100.3% | $100-116.2% |