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 | $41,985 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $38,443 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,516 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,058 |
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 | $41,174 | $69,159-40.5% | $125,175-67.1% | $67,579-39.1% |
| Participation rate | 97.3% | 78.2%+19.1pp | 79.8%+17.5pp | 71.3%+26.0pp |
| Annual return | 26.70% | 27.12%-0.4pp | 43.79%-17.1pp | 378.56%-351.9pp |
| Employer contribution / active EE | $3,091 | $2,023+52.8% | $3,865-20.0% | $2,148+43.9% |
| Participant deferral / active EE | $6,681 | $3,700+80.6% | $4,937+35.3% | $3,539+88.8% |
| Admin fee / account holder | $100 | $142-29.1% | $9,702-99.0% | $142-29.4% |