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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Commissions | $88,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,234 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,106 | $85,635-64.8% | $123,892-75.7% | $63,975-52.9% |
| Participation rate | 93.0% | 74.9%+18.1pp | 81.4%+11.6pp | 71.1%+21.9pp |
| Annual return | 12.04% | 15.74%-3.7pp | 47.52%-35.5pp | 48.65%-36.6pp |
| Employer contribution / active EE | $2,000 | $3,076-35.0% | $4,617-56.7% | $2,182-8.3% |
| Participant deferral / active EE | $6,884 | $5,667+21.5% | $5,984+15.0% | $3,356+105.1% |
| Admin fee / account holder | $14 | $75-81.9% | $8,357-99.8% | $70-80.7% |