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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,647 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $28,778 |
RSM US LLP2+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $11,700 |
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 | $85,078 | $63,924+33.1% | $108,579-21.6% | $55,167+54.2% |
| Participation rate | 97.0% | 74.3%+22.6pp | 79.6%+17.4pp | 69.0%+28.0pp |
| Annual return | 7.20% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,775 | $1,879+100.9% | $3,758+0.4% | $1,963+92.4% |
| Participant deferral / active EE | $4,508 | $3,067+47.0% | $4,311+4.6% | $3,054+47.6% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |