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 55 · EIN 26-4310632 | Other Commissions | $28,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $963 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $184,342 | $89,739+105.4% | $149,718+23.1% | $62,292+195.9% |
| Participation rate | 96.3% | 85.1%+11.2pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 17.27% | 21.01%-3.7pp | 1501.63%-1484.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $9,388 | $3,233+190.4% | $5,445+72.4% | $2,042+359.7% |
| Participant deferral / active EE | $12,536 | $4,797+161.3% | $6,569+90.8% | $3,169+295.6% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.6% |