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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,269 |
Service code 55 · EIN 26-4310632 | Other Commissions | $22,185 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,857 | $64,954-21.7% | $115,752-56.1% | $62,292-18.4% |
| Participation rate | 95.9% | 73.0%+22.9pp | 77.8%+18.1pp | 69.5%+26.3pp |
| Annual return | 17.32% | 24.87%-7.5pp | 19.41%-2.1pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,078 | $2,344-11.3% | $3,492-40.5% | $2,042+1.8% |
| Participant deferral / active EE | $3,958 | $3,665+8.0% | $5,204-23.9% | $3,169+24.9% |
| Admin fee / account holder | $148 | $414-64.2% | $6,278-97.6% | $479-69.1% |