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 | $20,393 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $5,046 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,342 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $163 |
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 | $58,374 | $109,359-46.6% | $162,163-64.0% | $72,985-20.0% |
| Participation rate | 80.7% | 84.3%-3.6pp | 87.6%-6.9pp | 69.5%+11.2pp |
| Annual return | 27.40% | 25.46%+1.9pp | 115.59%-88.2pp | 81.00%-53.6pp |
| Employer contribution / active EE | $2,947 | $3,907-24.6% | $5,614-47.5% | $2,440+20.8% |
| Participant deferral / active EE | $5,701 | $5,481+4.0% | $7,298-21.9% | $3,607+58.0% |
| Admin fee / account holder | $215 | $7,972-97.3% | $10,843-98.0% | $5,124-95.8% |