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 9-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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $14,492 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $10,166 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,925 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,746 | $95,416-70.9% | $185,823-85.1% | $85,850-67.7% |
| Participation rate | 94.5% | 68.8%+25.7pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 14.39% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $864 | $3,314-73.9% | $5,167-83.3% | $2,565-66.3% |
| Participant deferral / active EE | $2,088 | $3,423-39.0% | $5,568-62.5% | $3,952-47.2% |
| Admin fee / account holder | $238 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |