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 BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $47,126 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $16,108 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,946 |
Service code 27 1200 NEWPORT CENTER DR STE 200 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,672 |
Annual investment return 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 | $81,216 | $39,038+108.0% | $98,755-17.8% | $86,799-6.4% |
| Participation rate | 88.9% | 68.2%+20.7pp | 65.7%+23.1pp | 72.3%+16.6pp |
| Annual return | 11.41% | 25.86%-14.4pp | 49.91%-38.5pp | 97.91%-86.5pp |
| Employer contribution / active EE | $686 | $1,231-44.2% | $2,067-66.8% | $2,405-71.5% |
| Participant deferral / active EE | $5,566 | $2,581+115.6% | $3,035+83.4% | $4,131+34.7% |
| Admin fee / account holder | $198 | $126+57.8% | $4,076-95.1% | $170+17.1% |