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 | $230,699 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,283 |
MORGAN STANLEY SMITH BARNEY5 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 |
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 | $59,978 | $127,481-53.0% | $149,696-59.9% | $90,288-33.6% |
| Participation rate | 98.2% | 78.2%+19.9pp | 82.5%+15.7pp | 73.4%+24.8pp |
| Annual return | 21.90% | 57.78%-35.9pp | 276.60%-254.7pp | 53.97%-32.1pp |
| Employer contribution / active EE | $976 | $3,448-71.7% | $4,644-79.0% | $2,524-61.3% |
| Participant deferral / active EE | $7,289 | $6,975+4.5% | $6,842+6.5% | $4,232+72.2% |
| Admin fee / account holder | $142 | $152-6.1% | $9,309-98.5% | $114+24.9% |