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 BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $23,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,806 |
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.
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 | $36,087 | $50,498-28.5% | $75,781-52.4% | $55,191-34.6% |
| Participation rate | 36.2% | 69.4%-33.2pp | 75.8%-39.6pp | 69.2%-32.9pp |
| Annual return | -0.45% | 1.80%-2.3pp | 9.68%-10.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $129 | $2,291-94.4% | $3,323-96.1% | $1,899-93.2% |
| Participant deferral / active EE | $1,275 | $2,589-50.8% | $3,651-65.1% | $3,046-58.2% |
| Admin fee / account holder | $13 | $123-89.2% | $5,299-99.7% | $91-85.4% |