See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,149 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 25 · EIN 82-4555287 | Directed Trustee | $27,636 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,810 | $62,132+226.4% | $185,823+9.1% | $73,488+176.0% |
| Participation rate | 87.7% | 67.8%+19.8pp | 78.0%+9.6pp | 70.7%+17.0pp |
| Annual return | 17.13% | 20.44%-3.3pp | 35.95%-18.8pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,593 | $1,681-5.2% | $4,087-61.0% | $2,270-29.8% |
| Participant deferral / active EE | $9,207 | $3,711+148.1% | $5,632+63.5% | $3,740+146.2% |
| Admin fee / account holder | $530 | $419+26.5% | $9,500-94.4% | $513+3.2% |