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 7-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $26,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,820 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $77,491 | $73,638+5.2% | $95,952-19.2% | $73,488+5.4% |
| Participation rate | 92.6% | 76.2%+16.5pp | 77.1%+15.6pp | 70.7%+22.0pp |
| Annual return | 11.55% | 16.78%-5.2pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,207 | $1,863-35.2% | $2,541-52.5% | $2,270-46.8% |
| Participant deferral / active EE | $4,422 | $3,617+22.2% | $4,167+6.1% | $3,740+18.2% |
| Admin fee / account holder | $367 | $482-23.8% | $6,795-94.6% | $513-28.4% |