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 26 · EIN 26-4310632 | Advisory (Participants) | $24,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,709 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $161,305 | $100,041+61.2% | $149,718+7.7% | $70,131+130.0% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 13.72% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,019 | $3,662-17.6% | $5,445-44.6% | $2,342+28.9% |
| Participant deferral / active EE | $13,771 | $4,983+176.4% | $6,569+109.6% | $3,332+313.3% |
| Admin fee / account holder | $361 | $8,286-95.6% | $11,283-96.8% | $4,645-92.2% |