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: JP MORGAN BROKER -DEALER Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $23,732 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,020 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 101 PARK AVE FL 12TH · NEW YORK, NY 101780002 | Contract Administrator | $6,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,857 | $84,487-41.0% | $125,339-60.2% | $66,914-25.5% |
| Participation rate | 44.5% | 76.4%-31.9pp | 82.4%-37.9pp | 69.8%-25.3pp |
| Annual return | -15.21% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,229 | $6,781-22.9% | $7,446-29.8% | $4,237+23.4% |
| Admin fee / account holder | $392 | $685-42.8% | $10,010-96.1% | $593-34.0% |