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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,651 |
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $23,986 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $6,178 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,900 | $59,263+14.6% | $96,562-29.7% | $79,386-14.5% |
| Participation rate | 91.3% | 61.9%+29.4pp | 69.8%+21.5pp | 70.7%+20.6pp |
| Annual return | 15.31% | 27.07%-11.8pp | 37.78%-22.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $602 | $1,216-50.5% | $2,356-74.5% | $2,427-75.2% |
| Participant deferral / active EE | $6,327 | $2,948+114.6% | $3,849+64.4% | $4,046+56.4% |
| Admin fee / account holder | $202 | $658-69.4% | $6,181-96.7% | $626-67.8% |