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 BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA · JERSEY CITY, NJ 07311 | Other Commissions | $29,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,789 |
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 | $111,993 | $75,183+49.0% | $123,892-9.6% | $55,167+103.0% |
| Participation rate | 92.2% | 72.8%+19.4pp | 81.4%+10.8pp | 69.0%+23.3pp |
| Annual return | 16.08% | 19.01%-2.9pp | 47.52%-31.4pp | 169.23%-153.1pp |
| Employer contribution / active EE | $4,360 | $2,823+54.4% | $4,617-5.6% | $1,963+122.1% |
| Participant deferral / active EE | $10,865 | $5,084+113.7% | $5,984+81.6% | $3,054+255.8% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |