Filed January 6, 2026
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $61,831 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,508 | $84,487+67.5% | $125,339+12.9% | $66,914+111.5% |
| Participation rate | 73.2% | 76.4%-3.2pp | 82.4%-9.1pp | 69.8%+3.4pp |
| Annual return | -16.87% | -8.39%-8.5pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,307 | $3,553-6.9% | $4,814-31.3% | $2,544+30.0% |
| Participant deferral / active EE | $8,886 | $6,781+31.0% | $7,446+19.3% | $4,237+109.7% |
| Admin fee / account holder | $364 | $685-46.9% | $10,010-96.4% | $593-38.7% |