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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,574 |
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 | $16,878 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $335 |
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 | $29,866 | $54,573-45.3% | $90,951-67.2% | $73,488-59.4% |
| Participation rate | 78.5% | 61.2%+17.3pp | 69.0%+9.5pp | 70.7%+7.8pp |
| Annual return | 16.42% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,386 | $991+39.8% | $2,122-34.7% | $2,270-39.0% |
| Participant deferral / active EE | $2,915 | $2,517+15.8% | $3,373-13.6% | $3,740-22.0% |
| Admin fee / account holder | $215 | $521-58.7% | $5,959-96.4% | $513-58.1% |