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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $464,264 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $56,852 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $709,940 | $61,156+1060.9% | $185,823+282.1% | $79,386+794.3% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 14.78% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $29,909 | $2,321+1188.9% | $5,167+478.8% | $2,427+1132.1% |
| Participant deferral / active EE | $19,763 | $2,789+608.7% | $5,568+255.0% | $4,046+388.5% |
| Admin fee / account holder | $1,713 | $710+141.4% | $16,237-89.4% | $626+173.5% |