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 BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $602,865 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $517,516 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $455,072 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Service code 28 · EIN 52-1200960 | Investment Management | $434,290 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $382,115 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $380,085 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $244,751 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 | Legal | $237,119 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $226,343 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $225,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $90,236 | $143,889-37.3% | $189,513-52.4% | $106,520-15.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 71.3%+28.7pp |
| Annual return | 7.12% | 17.38%-10.3pp | 555.15%-548.0pp | 19.28%-12.2pp |
| Employer contribution / active EE | $2,627 | $4,416-40.5% | $6,162-57.4% | $2,840-7.5% |
| Participant deferral / active EE | $1,463 | $7,575-80.7% | $8,221-82.2% | $4,948-70.4% |
| Admin fee / account holder | $347 | $98+253.3% | $12,045-97.1% | $75+365.8% |