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 | $45,493 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK CITY, NY 10004 | Other Commissions | $30,893 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO, LLC Service code 13 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $10,375 |
CANDID LITHO6+ years Filed as: CANDID COLOR SYSTEMS INC Service code 99 1300 METROPOLITAN AVE · OKLAHOMA CITY, OK 73108 | Other Fees | $9,500 |
Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $7,935 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK CITY, NY 10004 | Other Commissions | $5,943 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 99 4860 COLLEGE BLVD STE 100 · LEAWOODS, KS 66211 | Other Fees | $2,784 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $733 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $186,789 | $60,124+210.7% | $90,404+106.6% | $79,858+133.9% |
| Participation rate | 67.3% | 65.0%+2.4pp | 72.7%-5.3pp | 69.6%-2.3pp |
| Annual return | 10.15% | 71.94%-61.8pp | 1293.02%-1282.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,936 | $2,938-34.1% | $3,963-51.1% | $3,740-48.2% |
| Admin fee / account holder | $623 | $3,976-84.3% | $5,611-88.9% | $5,306-88.3% |