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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,832 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $11,905 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $756 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $361 |
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 | $75,269 | $65,041+15.7% | $90,951-17.2% | $79,858-5.7% |
| Participation rate | 88.6% | 61.6%+27.0pp | 69.0%+19.6pp | 69.6%+19.0pp |
| Annual return | 13.26% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $440 | $1,247-64.7% | $2,122-79.3% | $2,471-82.2% |
| Participant deferral / active EE | $3,686 | $2,512+46.8% | $3,373+9.3% | $3,740-1.4% |
| Admin fee / account holder | $251 | $4,536-94.5% | $5,959-95.8% | $5,306-95.3% |