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 BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $100,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,225 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $2,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $645,213 | $100,923+539.3% | $150,045+330.0% | $74,304+768.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.38% | 51.77%-35.4pp | 62.55%-46.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $19,927 | $3,463+475.4% | $4,693+324.6% | $2,241+789.1% |
| Participant deferral / active EE | $18,627 | $6,709+177.6% | $7,997+132.9% | $3,767+394.4% |
| Admin fee / account holder | $559 | $2,767-79.8% | $13,435-95.8% | $2,969-81.2% |