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 55 · EIN 26-4310632 | Other Commissions | $27,789 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,745 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,111 | $155,795-72.3% | $136,294-68.4% | $69,631-38.1% |
| Participation rate | 88.5% | 75.2%+13.2pp | 81.9%+6.5pp | 70.7%+17.8pp |
| Annual return | 78.82% | 232464.33%-232385.5pp | 5155.94%-5077.1pp | 27571.02%-27492.2pp |
| Employer contribution / active EE | $5,455 | $2,991+82.4% | $4,695+16.2% | $2,032+168.4% |
| Participant deferral / active EE | $10,447 | $5,394+93.7% | $6,247+67.2% | $3,224+224.1% |
| Admin fee / account holder | $6 | $128-95.3% | $9,243-99.9% | $110-94.5% |