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) | $29,384 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $10,193 |
HAWKINS ASH CPAS4 years Filed as: HAWKINS ASH CPAS LLP Service code 10 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Accounting | $8,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80011 | Investment Management | $3,248 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC. Service code 13 W6180 AEROTECH DR. · APPLETON, WI 54914 | Contract Administrator | $1,876 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,230 | $62,127+59.7% | $81,382+21.9% | $74,495+33.2% |
| Participation rate | 94.2% | 64.0%+30.2pp | 69.5%+24.7pp | 67.2%+27.0pp |
| Annual return | 10.12% | 16.48%-6.4pp | 24.73%-14.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $5,355 | $1,882+184.5% | $2,463+117.4% | $2,623+104.1% |
| Participant deferral / active EE | $4,303 | $3,229+33.2% | $3,883+10.8% | $4,346-1.0% |
| Admin fee / account holder | $443 | $1,934-77.1% | $5,768-92.3% | $1,942-77.2% |