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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $8,815 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8151 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,829 |
THE BENEFIT PRACTICE4 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $4,216 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,223 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,780 | $43,133-33.3% | $89,391-67.8% | $73,488-60.8% |
| Participation rate | 66.9% | 55.0%+12.0pp | 68.0%-1.0pp | 70.7%-3.7pp |
| Annual return | 20.66% | 135.66%-115.0pp | 245.62%-225.0pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,670 | $1,438+16.2% | $2,586-35.4% | $2,270-26.4% |
| Participant deferral / active EE | $4,409 | $2,445+80.4% | $3,890+13.3% | $3,740+17.9% |
| Admin fee / account holder | $76 | $444-82.8% | $4,881-98.4% | $513-85.1% |