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 8-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 | $13,335 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $12,071 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $7,904 | $59,186-86.6% | $76,768-89.7% | $56,287-86.0% |
| Participation rate | 88.8% | 75.2%+13.6pp | 77.0%+11.8pp | 69.9%+18.9pp |
| Annual return | -4.02% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,122 | $1,759-36.2% | $2,485-54.8% | $2,111-46.8% |
| Participant deferral / active EE | $783 | $3,255-76.0% | $3,852-79.7% | $3,350-76.6% |
| Admin fee / account holder | $57 | $489-88.3% | $6,675-99.1% | $521-89.0% |