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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,237 |
RSM US LLP8+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $19,845 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9465 COUNSELORS ROW SUITE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $10,700 |
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 | $92,622 | $86,655+6.9% | $119,609-22.6% | $66,914+38.4% |
| Participation rate | 98.4% | 75.6%+22.8pp | 79.3%+19.1pp | 69.8%+28.6pp |
| Annual return | -16.76% | -8.00%-8.8pp | -14.97%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,273 | $2,536+107.9% | $4,232+24.6% | $2,544+107.2% |
| Participant deferral / active EE | $7,513 | $4,358+72.4% | $5,602+34.1% | $4,237+77.3% |
| Admin fee / account holder | $512 | $755-32.1% | $10,323-95.0% | $593-13.7% |