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) | $74,854 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,569 |
RSM US LLP10+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $34,545 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9465 COUNSELORS ROW SUITE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $10,800 |
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 | $114,334 | $89,436+27.8% | $164,813-30.6% | $77,643+47.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.71% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $4,948 | $2,569+92.6% | $4,341+14.0% | $2,726+81.5% |
| Participant deferral / active EE | $6,819 | $4,897+39.3% | $6,031+13.1% | $4,647+46.7% |
| Admin fee / account holder | $556 | $339+63.8% | $12,690-95.6% | $430+29.2% |