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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $62,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,423 |
RSM US LLP9+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $16,590 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9465 COUNSELORS ROW SUITE 120 · INDIANAPOLIS, IN 46240 | Contract Administrator | $10,300 |
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 | $106,669 | $82,978+28.6% | $129,995-17.9% | $71,457+49.3% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.7pp |
| Annual return | 24.66% | 20.60%+4.1pp | -137.18%+161.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $5,179 | $2,622+97.6% | $4,320+19.9% | $2,588+100.2% |
| Participant deferral / active EE | $7,398 | $4,432+66.9% | $5,820+27.1% | $4,289+72.5% |
| Admin fee / account holder | $457 | $1,729-73.6% | $10,614-95.7% | $1,587-71.2% |