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 BARNEY4+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311 | Other Commissions | $18,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $387 |
Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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).
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 | $63,851 | $73,102-12.7% | $123,544-48.3% | $56,287+13.4% |
| Participation rate | 89.1% | 74.3%+14.8pp | 82.3%+6.8pp | 69.9%+19.2pp |
| Annual return | -7.49% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $7,375 | $2,977+147.7% | $4,628+59.4% | $2,111+249.4% |
| Participant deferral / active EE | $14,168 | $5,423+161.3% | $6,426+120.5% | $3,350+323.0% |
| Admin fee / account holder | $3 | $554-99.4% | $9,284-100.0% | $521-99.4% |