See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311 | Other Commissions | $25,435 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA 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 | $119,928 | $98,750+21.4% | $149,696-19.9% | $79,858+50.2% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 16.32% | 27.43%-11.1pp | 276.60%-260.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,311 | $3,216+127.3% | $4,644+57.4% | $2,471+195.9% |
| Participant deferral / active EE | $16,011 | $5,680+181.9% | $6,842+134.0% | $3,740+328.1% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |