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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,747 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 14 · EIN 26-4310632 | Plan Administrator | $25,000 |
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 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 | $164,986 | $72,492+127.6% | $87,100+89.4% | $72,985+126.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 23.75% | 24.46%-0.7pp | 28.19%-4.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $14,146 | $1,894+647.0% | $2,521+461.1% | $2,440+479.8% |
| Participant deferral / active EE | $11,301 | $3,270+245.6% | $4,049+179.1% | $3,607+213.3% |
| Admin fee / account holder | $425 | $5,055-91.6% | $7,497-94.3% | $5,124-91.7% |