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 BARNEY4 years Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $47,412 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,233 |
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 | $55,180 | $88,122-37.4% | $141,162-60.9% | $67,579-18.3% |
| Participation rate | 84.0% | 76.5%+7.6pp | 82.5%+1.6pp | 71.3%+12.8pp |
| Annual return | 25.53% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,842 | $3,224-11.9% | $4,735-40.0% | $2,148+32.3% |
| Participant deferral / active EE | $7,581 | $5,958+27.3% | $6,709+13.0% | $3,539+114.2% |
| Admin fee / account holder | $160 | $131+22.4% | $10,261-98.4% | $142+12.6% |