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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137,454 |
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $85,822 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $28,966 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,123 | $91,746-65.0% | $146,665-78.1% | $93,030-65.5% |
| Participation rate | 88.8% | 80.9%+7.9pp | 80.1%+8.7pp | 73.9%+14.9pp |
| Annual return | 15.48% | 18.28%-2.8pp | 22.74%-7.3pp | 158.70%-143.2pp |
| Employer contribution / active EE | $964 | $2,815-65.7% | $4,136-76.7% | $2,706-64.4% |
| Participant deferral / active EE | $3,978 | $4,589-13.3% | $5,506-27.8% | $4,562-12.8% |
| Admin fee / account holder | $162 | $101+60.1% | $10,280-98.4% | $152+6.8% |