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 BARNEY2 years Filed as: MORGAN STANLEY Service code 99 · EIN 26-4310844 | Other Fees | $39,000 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 · EIN 04-2484178 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $14,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,267 | $91,407+67.7% | $135,903+12.8% | $71,457+114.5% |
| Participation rate | 93.6% | 75.7%+17.9pp | 81.9%+11.7pp | 67.9%+25.7pp |
| Annual return | 15.87% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,086 | $3,703+10.3% | $4,856-15.9% | $2,588+57.9% |
| Participant deferral / active EE | $11,176 | $7,092+57.6% | $7,758+44.1% | $4,289+160.6% |
| Admin fee / account holder | $425 | $1,266-66.4% | $10,762-96.1% | $1,587-73.2% |