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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $31,418 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,833 |
Filed as: LARSON ALLEN LP Service code 10 3077 W. JEFFERSON ST. · JOLIET, IL 60435 | Accounting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,665 | $155,795-75.8% | $136,294-72.4% | $69,631-45.9% |
| Participation rate | 77.9% | 75.2%+2.6pp | 81.9%-4.1pp | 70.7%+7.2pp |
| Annual return | 25.96% | 232464.33%-232438.4pp | 5155.94%-5130.0pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $2,296 | $2,991-23.2% | $4,695-51.1% | $2,032+13.0% |
| Participant deferral / active EE | $5,676 | $5,394+5.2% | $6,247-9.1% | $3,224+76.1% |
| Admin fee / account holder | $96 | $128-24.9% | $9,243-99.0% | $110-12.8% |