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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $36,094 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $35,452 |
BARCLAY PLANNING GROUP6 years Filed as: BARCLAY PLANNING GROUP, LLC Service code 15 · EIN 38-3466149 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $7,156 |
Filed as: CUSMANO & CO PC Service code 10 · EIN 38-2277768 | Accounting | $2,500 |
SAS GLOBAL CORPORATION1 year Service code 35 · EIN 34-0768170 | Employee (plan sponsor) | $2,500 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,191 | $87,870-6.5% | $113,168-27.4% | $74,304+10.6% |
| Participation rate | 69.5% | 70.7%-1.2pp | 76.6%-7.0pp | 60.3%+9.2pp |
| Annual return | 9.42% | 26.44%-17.0pp | 24.27%-14.9pp | 29.43%-20.0pp |
| Employer contribution / active EE | $1,577 | $2,277-30.7% | $2,975-47.0% | $2,241-29.6% |
| Participant deferral / active EE | $4,029 | $4,241-5.0% | $5,107-21.1% | $3,767+6.9% |
| Admin fee / account holder | $472 | $3,368-86.0% | $12,068-96.1% | $2,969-84.1% |