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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $155,447 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $34,500 |
HOWARD SIMON & ASSOCIATES, INC.7+ years Service code 13 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Contract Administrator | $22,648 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $11,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,604 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,340 | $56,485+141.4% | $185,823-26.6% | $86,799+57.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.58% | 118.04%-104.5pp | 122.05%-108.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $7,186 | $1,843+290.0% | $5,167+39.1% | $2,405+198.8% |
| Participant deferral / active EE | $5,349 | $2,553+109.5% | $5,568-3.9% | $4,131+29.5% |
| Admin fee / account holder | $371 | $150+148.2% | $16,237-97.7% | $170+118.9% |