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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $55,196 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 13-2655998 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $24,115 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,000 |
Filed as: SMITH, GAMBRELL AND RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $18,669 |
BHA CONSULTING3 years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $8,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,671 | $95,880+9.2% | $107,525-2.7% | $85,563+22.3% |
| Participation rate | 93.2% | 70.1%+23.0pp | 75.1%+18.1pp | 66.0%+27.2pp |
| Annual return | 13.03% | 68.06%-55.0pp | 181.32%-168.3pp | 31.51%-18.5pp |
| Employer contribution / active EE | $8,224 | $3,812+115.7% | $3,754+119.1% | $2,654+209.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $360 | $1,025-64.9% | $8,919-96.0% | $834-56.9% |