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 | $51,226 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $38,516 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $2,796 |
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 | $132,756 | $66,124+100.8% | $90,404+46.8% | $73,488+80.6% |
| Participation rate | 99.3% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 15.75% | 17.65%-1.9pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $3,548 | $2,346+51.2% | $3,262+8.8% | $2,270+56.3% |
| Participant deferral / active EE | $5,999 | $3,039+97.4% | $3,963+51.4% | $3,740+60.4% |
| Admin fee / account holder | $270 | $396-32.0% | $5,611-95.2% | $513-47.5% |