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 |
|---|---|---|
FUTUREBENEFITS OF AMERICA7+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $21,531 |
JAMES E. BAIERS7+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $20,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 21 · EIN 26-4310632 1633 BROADWAY 25TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $16,793 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,347 | $79,694-90.8% | $96,139-92.4% | $79,386-90.7% |
| Participation rate | 99.5% | 54.0%+45.6pp | 68.4%+31.1pp | 70.7%+28.8pp |
| Annual return | 1.48% | 40.84%-39.4pp | 191.94%-190.5pp | 116.85%-115.4pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $286 | $630-54.6% | $5,537-94.8% | $626-54.4% |