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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $38,843 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,361 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,951 | $86,332+8.8% | $125,175-24.9% | $65,185+44.1% |
| Participation rate | 98.2% | 75.3%+22.8pp | 79.8%+18.4pp | 70.2%+28.0pp |
| Annual return | 21.63% | 27.43%-5.8pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,824 | $2,040+87.5% | $3,865-1.1% | $2,177+75.7% |
| Participant deferral / active EE | $6,977 | $3,537+97.2% | $4,937+41.3% | $3,514+98.6% |
| Admin fee / account holder | $355 | $609-41.7% | $9,702-96.3% | $847-58.1% |