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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $46,567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,177 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $758 |
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 | $43,867 | $78,419-44.1% | $133,956-67.3% | $73,409-40.2% |
| Participation rate | 94.8% | 78.6%+16.2pp | 79.8%+15.0pp | 72.2%+22.6pp |
| Annual return | 18.37% | 33.35%-15.0pp | 45.09%-26.7pp | 59.29%-40.9pp |
| Employer contribution / active EE | $2,546 | $2,044+24.6% | $3,919-35.0% | $2,234+14.0% |
| Participant deferral / active EE | $6,266 | $3,925+59.6% | $5,048+24.1% | $3,805+64.7% |
| Admin fee / account holder | $86 | $161-46.9% | $8,927-99.0% | $158-45.7% |