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 | $27,420 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $15,859 |
THE BENEFIT PRACTICE5 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $9,682 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $5,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,498 | $64,119+9.9% | $112,228-37.2% | $66,914+5.4% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.1%-14.3pp | 69.8%-9.1pp |
| Annual return | -7.05% | -13.81%+6.8pp | 27.45%-34.5pp | 1.58%-8.6pp |
| Employer contribution / active EE | $1,026 | $3,005-65.9% | $3,635-71.8% | $2,544-59.7% |
| Participant deferral / active EE | $4,219 | $3,693+14.2% | $4,728-10.8% | $4,237-0.4% |
| Admin fee / account holder | $441 | $625-29.4% | $6,410-93.1% | $593-25.6% |