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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $190,444 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 3101 N CENTRAL AVE # 300 · PHOENIX, AZ 85012 | Accounting | $16,930 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,710 | $85,635+10.6% | $123,892-23.6% | $63,975+48.0% |
| Participation rate | 83.1% | 74.9%+8.2pp | 81.4%+1.7pp | 71.1%+12.0pp |
| Annual return | 10.78% | 15.74%-5.0pp | 47.52%-36.7pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,377 | $3,076-22.7% | $4,617-48.5% | $2,182+9.0% |
| Participant deferral / active EE | $9,872 | $5,667+74.2% | $5,984+65.0% | $3,356+194.1% |
| Admin fee / account holder | $116 | $75+55.3% | $8,357-98.6% | $70+65.1% |