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 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $22,990 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,533 |
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 | $19,234 |
Service code 27 1200 NEWPORT CENTER DR STE 200 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,171 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $379 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,240 | $33,826+110.6% | $88,538-19.5% | $67,579+5.4% |
| Participation rate | 75.6% | 64.6%+11.1pp | 68.7%+6.9pp | 71.3%+4.4pp |
| Annual return | 23.00% | 68.24%-45.2pp | 43.64%-20.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $607 | $1,232-50.8% | $2,098-71.1% | $2,148-71.8% |
| Participant deferral / active EE | $4,255 | $2,089+103.7% | $2,914+46.0% | $3,539+20.2% |
| Admin fee / account holder | $138 | $134+3.4% | $4,310-96.8% | $142-2.8% |