Filed December 22, 2023 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $205,453 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $164,813 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,351 | $95,776-31.8% | $162,163-59.7% | $77,787-16.0% |
| Participation rate | 99.0% | 88.6%+10.4pp | 87.6%+11.5pp | 73.2%+25.8pp |
| Annual return | 24.12% | 37.03%-12.9pp | 115.59%-91.5pp | 32.57%-8.5pp |
| Employer contribution / active EE | $4,354 | $3,874+12.4% | $5,614-22.4% | $2,504+73.9% |
| Participant deferral / active EE | $4,433 | $6,125-27.6% | $7,298-39.3% | $3,967+11.7% |
| Admin fee / account holder | $194 | $88+120.7% | $10,843-98.2% | $100+93.4% |