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 Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $2,341 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,075 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $492 |
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 | $32,721 | $54,573-40.0% | $90,951-64.0% | $73,488-55.5% |
| Participation rate | 90.3% | 61.2%+29.2pp | 69.0%+21.3pp | 70.7%+19.6pp |
| Annual return | 14.21% | 16.69%-2.5pp | 134.60%-120.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $576 | $991-41.9% | $2,122-72.9% | $2,270-74.6% |
| Participant deferral / active EE | $2,805 | $2,517+11.4% | $3,373-16.8% | $3,740-25.0% |
| Admin fee / account holder | $25 | $521-95.3% | $5,959-99.6% | $513-95.2% |