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 | $32,686 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $10,946 |
Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,995 |
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,309 |
Filed as: MORGAN STANLEY INSURANCE SERVICE I Service code 55 | Other Commissions | $196 |
Filed as: WILSHIRE Service code 21 · EIN 95-2755361 | Bank Trustee | $90 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,435 | $61,156-78.0% | $185,823-92.8% | $79,386-83.1% |
| Participation rate | 56.2% | 66.6%-10.4pp | 81.7%-25.5pp | 70.7%-14.5pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,065 | $2,321-54.1% | $5,167-79.4% | $2,427-56.1% |
| Participant deferral / active EE | $1,402 | $2,789-49.7% | $5,568-74.8% | $4,046-65.4% |
| Admin fee / account holder | $188 | $710-73.5% | $16,237-98.8% | $626-70.0% |