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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,227 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,557 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $10,625 |
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 | $173,472 | $102,553+69.2% | $151,611+14.4% | $66,914+159.2% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.29% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,631 | $4,180+10.8% | $6,166-24.9% | $2,544+82.0% |
| Participant deferral / active EE | $8,262 | $6,641+24.4% | $8,363-1.2% | $4,237+95.0% |
| Admin fee / account holder | $350 | $630-44.4% | $11,616-97.0% | $593-41.0% |