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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $57,828 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $49,426 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 76-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,309 | $101,317-4.9% | $146,958-34.5% | $74,495+29.3% |
| Participation rate | 80.5% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 14.30% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,867 | $3,810-24.8% | $4,933-41.9% | $2,623+9.3% |
| Participant deferral / active EE | $6,504 | $7,303-10.9% | $8,070-19.4% | $4,346+49.7% |
| Admin fee / account holder | $434 | $1,739-75.0% | $12,998-96.7% | $1,942-77.6% |