Filed October 30, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $199,197 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY - ADVISORY FEE BILLI Service code 16 · EIN 20-8764829 | Consulting | $94,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,554 | $55,347+22.1% | $120,354-43.9% | $199,593-66.2% |
| Participation rate | 44.1% | 52.9%-8.8pp | 71.9%-27.8pp | 72.0%-27.9pp |
| Annual return | 27.13% | 15.37%+11.8pp | 107.15%-80.0pp | 34.25%-7.1pp |
| Employer contribution / active EE | $1,275 | $1,296-1.6% | $3,463-63.2% | $3,034-58.0% |
| Participant deferral / active EE | $2,457 | $2,350+4.5% | $4,991-50.8% | $5,087-51.7% |
| Admin fee / account holder | $261 | $134+94.7% | $9,423-97.2% | $269-2.8% |