POST api/RetirementAdvisor
Request Information
URI Parameters
None.
Body Parameters
SI.Model.Simfund.Retirement.DTO.AdvancedSearchCriteria| Name | Description | Type | Additional information |
|---|---|---|---|
| Predicates | Collection of SI.Model.Simfund.Retirement.DTO.SearchPredicate |
None. |
|
| SortKeys | Collection of SI.Model.Simfund.Retirement.DTO.SortKey |
None. |
|
| GroupKeys | Collection of SI.Model.Simfund.Retirement.DTO.SortKey |
None. |
|
| StartAt | integer |
None. |
|
| Take | integer |
None. |
|
| ProductId | integer |
None. |
|
| EntityName | string |
None. |
Request Formats
application/json, text/json
Sample:
{
"Predicates": [
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Value": {},
"IsOr": true,
"Operator": 0,
"ContainerId": 5,
"IsLogicalContainer": true,
"IgnoreSearchField": true
},
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Value": {},
"IsOr": true,
"Operator": 0,
"ContainerId": 5,
"IsLogicalContainer": true,
"IgnoreSearchField": true
}
],
"SortKeys": [
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Direction": 0
},
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Direction": 0
}
],
"GroupKeys": [
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Direction": 0
},
{
"ItemKey": "sample string 1",
"ObservationKey": "sample string 2",
"Direction": 0
}
],
"StartAt": 1,
"Take": 2,
"ProductId": 3,
"EntityName": "sample string 4"
}
application/x-www-form-urlencoded
Sample:
Sample not available.
Response Information
Resource Description
SI.Model.Simfund.Retirement.DTO.PlanAdvisor| Name | Description | Type | Additional information |
|---|---|---|---|
| Firms | Collection of SI.Model.Simfund.Retirement.DTO.PlanAdvisorFirm |
None. |
|
| Individuals | Collection of SI.Model.Simfund.Retirement.DTO.PlanAdvisorIndividual |
None. |
Response Formats
application/json, text/json
Sample:
{
"Firms": [
{
"FirmCrd": "sample string 1",
"FirmName": "sample string 2",
"Plans": [
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
},
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
}
],
"TotalCount": 3
},
{
"FirmCrd": "sample string 1",
"FirmName": "sample string 2",
"Plans": [
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
},
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
}
],
"TotalCount": 3
}
],
"Individuals": [
{
"Crd": "sample string 1",
"FullName": "sample string 2",
"FirstName": "sample string 3",
"LastName": "sample string 4",
"Phone": "sample string 5",
"Email": "sample string 6",
"Title": "sample string 7",
"BranchCrd": "sample string 8",
"BranchAddress1": "sample string 9",
"BranchAddress2": "sample string 10",
"BranchCity": "sample string 11",
"BranchState": "sample string 12",
"BranchZip": "sample string 13",
"BranchPhone": "sample string 14",
"GroupCrd": "sample string 15",
"GroupName": "sample string 16",
"GroupPhone": "sample string 17",
"GroupEmail": "sample string 18",
"Plans": [
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
},
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
}
],
"TotalCount": 19
},
{
"Crd": "sample string 1",
"FullName": "sample string 2",
"FirstName": "sample string 3",
"LastName": "sample string 4",
"Phone": "sample string 5",
"Email": "sample string 6",
"Title": "sample string 7",
"BranchCrd": "sample string 8",
"BranchAddress1": "sample string 9",
"BranchAddress2": "sample string 10",
"BranchCity": "sample string 11",
"BranchState": "sample string 12",
"BranchZip": "sample string 13",
"BranchPhone": "sample string 14",
"GroupCrd": "sample string 15",
"GroupName": "sample string 16",
"GroupPhone": "sample string 17",
"GroupEmail": "sample string 18",
"Plans": [
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
},
{
"ResultCategoryId": 1,
"PlanId": "sample string 2",
"Name": "sample string 3",
"PlanType": "sample string 4",
"Assets": 1.0,
"Fees": 1.0,
"ActiveParticipants": 1.0,
"TotalParticipants": 1.0,
"ParticipationRate": 1.1,
"Industry": "sample string 5",
"Recordkeeper": "sample string 6",
"TotalCount": 7,
"AssetsMutualFund": 1.1,
"PercentageMutualFund": 1.1,
"AssetsCollectiveTrust": 1.1,
"PercentageCollectiveTrust": 1.1,
"AssetsSeparateAccount": 1.1,
"PercentageSeparateAccount": 1.1,
"PlanFundAssets": 1.1,
"Sponsor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Advisor": {
"Id": "sample string 1",
"Name": "sample string 2",
"City": "sample string 3",
"State": "sample string 4",
"ZipCode": "sample string 5",
"County": "sample string 6",
"ContactName": "sample string 7",
"Phone": "sample string 8",
"Latitude": {},
"Longitude": {},
"Distance": 1.1
},
"Investments": [
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
},
{
"ResultCategoryId": 1,
"FundId": "sample string 2",
"Name": "sample string 3",
"PortfolioName": "sample string 4",
"MorningstarCategory": "sample string 5",
"FundType": "sample string 6",
"Assets": 1.0,
"PlanAssets": 1.0,
"Ticker": "sample string 7",
"DefaultInvestmentOption": true,
"Advisor": "sample string 8",
"SubAdvisor": "sample string 9",
"Manager": "sample string 10",
"MorningstarRating": "sample string 11",
"LipperClassification": "sample string 12",
"TotalCount": 13,
"AssetComposition": {
"Cash": 1.0,
"USStock": 1.0,
"NonUSStock": 1.0,
"USBond": 1.0,
"NonUSBond": 1.0,
"Prefered": 1.0,
"Convertible": 1.0,
"Other": 1.0
},
"TotalExpenseRatio": 1.0,
"ManagementFee": 1.0,
"Fee12b1": 1.0,
"OtherFee": 1.0,
"UnderlyingFee": 1.0,
"PerformancePercentileM": 1.0,
"IndexFund": true,
"LifecycleRisk": true,
"LifecycleTargetDate": true,
"ETF": true,
"FundOfFund": true
}
],
"InvestmentVehicles": [
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
},
{
"InvestmentVehicleId": "sample string 1",
"InvestmentVehicleName": "sample string 2",
"InvestmentVehicleFamily": "sample string 3",
"InvestmentVehicleType": "sample string 4",
"SimfundMFFund": true,
"PlanAssets": 1.1,
"TotalReturn3Y": 1.0,
"CategoryReturnPercentile3Y": 1.0,
"MorningstarRating3Y": "sample string 6",
"MorningstarCategory": "sample string 7"
}
]
}
],
"TotalCount": 19
}
]
}