Filed April 4, 2018
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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $123,566 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,543 |
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 | $170,127 | $52,122+226.4% | $104,294+63.1% | $64,808+162.5% |
| Participation rate | 100.0% | 56.0%+44.0pp | 73.3%+26.7pp | 71.5%+28.5pp |
| Annual return | -15.01% | 13.26%-28.3pp | 24.61%-39.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $6,577 | $1,627+304.3% | $3,372+95.1% | $2,506+162.5% |
| Participant deferral / active EE | $4,443 | $2,823+57.4% | $4,625-3.9% | $4,310+3.1% |
| Admin fee / account holder | $379 | $155+144.9% | $7,339-94.8% | $188+101.6% |