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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.
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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 INC3+ years Filed as: GARDEN STATE SECURITIES, INC Service code 55 328 NEWMAN SPRINGS RD · RED BANK, NJ 07701 | Other Commissions | $11,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,881 | $64,909+18.4% | $82,313-6.6% | $62,292+23.4% |
| Participation rate | 49.0% | 74.9%-25.8pp | 76.9%-27.9pp | 69.5%-20.5pp |
| Annual return | 15.09% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $388 | $1,676-76.9% | $2,428-84.0% | $2,042-81.0% |
| Participant deferral / active EE | $1,942 | $3,103-37.4% | $3,706-47.6% | $3,169-38.7% |
| Admin fee / account holder | $13 | $440-96.9% | $5,608-99.8% | $479-97.2% |