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 | $59,805 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $24,223 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,577 | $64,286+48.7% | $90,951+5.1% | $73,409+30.2% |
| Participation rate | 45.7% | 63.6%-17.9pp | 69.0%-23.3pp | 72.2%-26.4pp |
| Annual return | 15.02% | 21.45%-6.4pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $418 | $895-53.3% | $2,122-80.3% | $2,234-81.3% |
| Participant deferral / active EE | $3,102 | $2,453+26.5% | $3,373-8.0% | $3,805-18.5% |
| Admin fee / account holder | $429 | $287+49.4% | $5,959-92.8% | $158+171.6% |