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 | $18,388 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $18,118 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,344 | $49,138+14.7% | $84,015-32.9% | $65,185-13.6% |
| Participation rate | 90.7% | 60.7%+30.0pp | 69.0%+21.7pp | 70.2%+20.5pp |
| Annual return | 18.18% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $963 | $914+5.4% | $1,983-51.4% | $2,177-55.8% |
| Participant deferral / active EE | $4,206 | $2,397+75.5% | $3,239+29.9% | $3,514+19.7% |
| Admin fee / account holder | $146 | $543-73.1% | $6,101-97.6% | $847-82.8% |