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 |
|---|---|---|
GARDEN STATE SECURITIES INC2+ years Filed as: GARDEN STATE SECURITIES, INC Service code 55 328 NEWMAN SPRINGS RD · RED BANK, NJ 07701 | Other Commissions | $11,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,587 | $60,165+15.7% | $74,183-6.2% | $55,167+26.1% |
| Participation rate | 50.9% | 74.2%-23.2pp | 76.6%-25.7pp | 69.0%-18.1pp |
| Annual return | 6.61% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $706 | $1,600-55.9% | $2,370-70.2% | $1,963-64.0% |
| Participant deferral / active EE | $1,964 | $2,973-33.9% | $3,550-44.7% | $3,054-35.7% |
| Admin fee / account holder | $34 | $419-91.8% | $5,586-99.4% | $504-93.2% |