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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $52,879 |
Service code 27 1200 NEWPORT CENTER DR STE 200 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $10,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,592 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,241 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,779 | $35,123+158.5% | $93,406-2.8% | $73,409+23.7% |
| Participation rate | 82.6% | 68.3%+14.3pp | 66.8%+15.8pp | 72.2%+10.4pp |
| Annual return | 29.22% | 18.89%+10.3pp | 78.05%-48.8pp | 59.29%-30.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,075-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,042 | $2,249+124.2% | $3,126+61.3% | $3,805+32.5% |
| Admin fee / account holder | $182 | $108+68.7% | $5,230-96.5% | $158+15.5% |