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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $88,678 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,258 | $100,923+134.1% | $150,045+57.5% | $74,304+218.0% |
| Participation rate | 89.9% | 70.1%+19.8pp | 82.3%+7.5pp | 60.3%+29.5pp |
| Annual return | 16.75% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,090 | $3,463+18.1% | $4,693-12.8% | $2,241+82.5% |
| Participant deferral / active EE | $9,379 | $6,709+39.8% | $7,997+17.3% | $3,767+149.0% |
| Admin fee / account holder | $639 | $2,767-76.9% | $13,435-95.2% | $2,969-78.5% |