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 BARNEY4 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $29,195 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,954 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,987 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,828 | $58,879-8.6% | $178,490-69.8% | $73,488-26.8% |
| Participation rate | 80.0% | 66.2%+13.8pp | 81.9%-1.9pp | 70.7%+9.3pp |
| Annual return | 21.58% | 24.86%-3.3pp | 151.07%-129.5pp | 28.51%-6.9pp |
| Employer contribution / active EE | $1,336 | $2,236-40.3% | $5,011-73.3% | $2,270-41.2% |
| Participant deferral / active EE | $3,738 | $2,567+45.6% | $5,202-28.1% | $3,7400% |
| Admin fee / account holder | $335 | $400-16.4% | $13,984-97.6% | $513-34.7% |