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 | $67,006 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $19,011 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $18,264 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,906 | $88,324-58.2% | $115,037-67.9% | $55,191-33.1% |
| Participation rate | 96.3% | 72.5%+23.7pp | 81.4%+14.9pp | 69.2%+27.1pp |
| Annual return | -1.63% | 6.30%-7.9pp | 26.14%-27.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $250 | $2,805-91.1% | $4,608-94.6% | $1,899-86.8% |
| Participant deferral / active EE | $5,582 | $5,042+10.7% | $6,026-7.4% | $3,046+83.2% |
| Admin fee / account holder | $208 | $105+97.1% | $8,175-97.5% | $91+128.8% |