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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.
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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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 19 · EIN 20-8764829 | Securities Custodian | $142,979 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $12,574 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 | Contract Administrator | $11,941 |
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 | $38,811 | $62,723-38.1% | $142,863-72.8% | $86,799-55.3% |
| Participation rate | 100.0% | 62.6%+37.4pp | 71.9%+28.1pp | 72.3%+27.7pp |
| Annual return | 12.73% | 17.62%-4.9pp | 5637.54%-5624.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $961 | $1,627-40.9% | $4,144-76.8% | $2,405-60.0% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,837-100.0% | $4,131-100.0% |
| Admin fee / account holder | $426 | $140+205.5% | $6,560-93.5% | $170+151.4% |