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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,925 |
KHA ACCOUNTANTS PLLC1 year Service code 10 4880 LONG PRAIRIE RD STE 100 · FLOWER MOUND, TX 75028 | Accounting | $5,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,113 | $101,317-18.0% | $146,958-43.4% | $74,495+11.6% |
| Participation rate | 87.6% | 75.5%+12.1pp | 82.2%+5.4pp | 67.2%+20.4pp |
| Annual return | 76.62% | 8730.91%-8654.3pp | 418.34%-341.7pp | 1364.94%-1288.3pp |
| Employer contribution / active EE | $2,951 | $3,810-22.5% | $4,933-40.2% | $2,623+12.5% |
| Participant deferral / active EE | $5,802 | $7,303-20.6% | $8,070-28.1% | $4,346+33.5% |
| Admin fee / account holder | $380 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |