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 |
|---|---|---|
MERCER1+ years Filed as: MERCER TRUST COMPANY Service code 64 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping Fees | $56,843 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $30,000 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN,WARD, ASHER & PATTON Service code 29 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $29,907 |
BENESYS, INC.1+ years Filed as: BENESYS,INC Service code 17 700 TOWER DRIVE,SUITE 300 · TROY, MI 48098 | Pension Consulting | $26,144 |
CASTIGLIA LLP1+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $9,000 |
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 | $124,945 | $68,413+82.6% | $123,104+1.5% | $55,191+126.4% |
| Participation rate | 75.2% | 84.5%-9.3pp | 86.8%-11.6pp | 69.2%+6.1pp |
| Annual return | -0.30% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $5,018 | $3,050+64.5% | $5,151-2.6% | $1,899+164.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $443 | $88+404.4% | $9,015-95.1% | $91+387.9% |