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 |
|---|---|---|
NATIONWIDE9+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $362,792 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 | Advisory (Participants) | $193,945 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $107,966 |
MORGAN STANLEY SMITH BARNEY8 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $615,992 | $61,272+905.3% | $149,673+311.6% | $71,457+762.0% |
| Participation rate | 95.4% | 62.5%+32.9pp | 78.8%+16.6pp | 67.9%+27.4pp |
| Annual return | 19.02% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $27,379 | $2,378+1051.1% | $4,818+468.3% | $2,588+958.1% |
| Participant deferral / active EE | $19,393 | $2,917+564.8% | $5,680+241.4% | $4,289+352.2% |
| Admin fee / account holder | $1,496 | $1,261+18.6% | $13,210-88.7% | $1,587-5.8% |