Filed June 26, 2024 (most recent of 2 filings on file)
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 | $6,475 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement 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 | $27,977 | $48,313-42.1% | $73,307-61.8% | $52,331-46.5% |
| Participation rate | 79.1% | 68.6%+10.5pp | 74.9%+4.1pp | 68.1%+11.0pp |
| Annual return | -0.62% | 3.85%-4.5pp | 5.67%-6.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $398 | $1,661-76.0% | $3,237-87.7% | $1,882-78.9% |
| Participant deferral / active EE | $2,516 | $4,189-39.9% | $4,991-49.6% | $3,022-16.7% |
| Admin fee / account holder | $39 | $404-90.3% | $5,637-99.3% | $592-93.4% |