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 9-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 | $25,793 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $10,109 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E. GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,105 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,503 | $58,879-78.8% | $178,490-93.0% | $73,488-83.0% |
| Participation rate | 67.8% | 66.2%+1.6pp | 81.9%-14.1pp | 70.7%-2.8pp |
| Annual return | 13.53% | 24.86%-11.3pp | 151.07%-137.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,016 | $2,236-54.6% | $5,011-79.7% | $2,270-55.3% |
| Participant deferral / active EE | $1,328 | $2,567-48.3% | $5,202-74.5% | $3,740-64.5% |
| Admin fee / account holder | $136 | $400-66.0% | $13,984-99.0% | $513-73.4% |