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 | $21,172 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $8,767 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,457 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $445 |
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 | $72,761 | $123,793-41.2% | $177,821-59.1% | $79,858-8.9% |
| Participation rate | 78.9% | 84.7%-5.7pp | 87.7%-8.8pp | 69.6%+9.3pp |
| Annual return | 24.18% | 22.82%+1.4pp | 48.32%-24.1pp | 31.71%-7.5pp |
| Employer contribution / active EE | $3,574 | $4,095-12.7% | $5,918-39.6% | $2,471+44.6% |
| Participant deferral / active EE | $6,008 | $5,956+0.9% | $7,714-22.1% | $3,740+60.6% |
| Admin fee / account holder | $216 | $7,243-97.0% | $12,427-98.3% | $5,306-95.9% |