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 | $72,407 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 HARBORSIDE FINANCIAL CTR PLZ 2 FL 2 · JERSEY CITY, NJ 07311 | Advisory (Plan) | $51,564 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,085 | $54,281-51.9% | $60,547-56.9% | $59,188-55.9% |
| Participation rate | 88.9% | 66.8%+22.1pp | 68.0%+21.0pp | 69.4%+19.5pp |
| Annual return | 5.95% | 1.74%+4.2pp | 335.64%-329.7pp | 5.51%+0.4pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,024 | $2,789-63.3% | $3,328-69.2% | $3,265-68.6% |
| Admin fee / account holder | $63 | $64-2.8% | $4,536-98.6% | $92-32.0% |