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 BARNEY5 years Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $48,106 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,045 |
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 | $69,707 | $100,801-30.8% | $149,696-53.4% | $73,409-5.0% |
| Participation rate | 89.9% | 77.7%+12.3pp | 82.5%+7.5pp | 72.2%+17.8pp |
| Annual return | 18.65% | 265.34%-246.7pp | 276.60%-257.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,840 | $3,312-14.2% | $4,644-38.8% | $2,234+27.2% |
| Participant deferral / active EE | $7,953 | $6,404+24.2% | $6,842+16.2% | $3,805+109.0% |
| Admin fee / account holder | $192 | $181+6.4% | $9,309-97.9% | $158+21.8% |