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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $227,754 |
NATIONAL PROFESSIONAL2 years Service code 13 PLANNING GROUP INC C · BLOOMFIELD, NJ 070034140 | Contract Administrator | $22,300 |
CITRIN COOPERMAN9 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 290 WEST MOUNT PLEASANT AVE · LIVINGSTON, NJ 07039 | Accounting | $18,210 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,747 |
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.
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 | $347,321 | $106,028+227.6% | $146,958+136.3% | $77,643+347.3% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 12.39% | 56.73%-44.3pp | 418.34%-406.0pp | 31.24%-18.9pp |
| Employer contribution / active EE | $12,341 | $4,063+203.7% | $4,933+150.2% | $2,726+352.8% |
| Participant deferral / active EE | $11,901 | $7,990+48.9% | $8,070+47.5% | $4,647+156.1% |
| Admin fee / account holder | $533 | $337+57.8% | $12,998-95.9% | $430+23.7% |