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 | $194,867 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $40,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,423 |
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 | $51,403 | $101,523-49.4% | $141,162-63.6% | $77,787-33.9% |
| Participation rate | 99.1% | 77.4%+21.7pp | 82.5%+16.6pp | 73.2%+25.9pp |
| Annual return | 32.49% | 56.22%-23.7pp | 71.39%-38.9pp | 32.57%-0.1pp |
| Employer contribution / active EE | $2,971 | $3,341-11.1% | $4,735-37.3% | $2,504+18.6% |
| Participant deferral / active EE | $7,160 | $6,434+11.3% | $6,709+6.7% | $3,967+80.5% |
| Admin fee / account holder | $123 | $92+34.8% | $10,261-98.8% | $100+23.3% |