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 BARNEY3+ years Service code 27 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Advisory (Plan) | $29,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,803 |
WIPFLI LLP2+ years Service code 15 · EIN 39-0758449 PO BOX 1699 · HELENA, MT 59624 | Recordkeeping | $700 |
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 | $49,654 | $155,795-68.1% | $136,294-63.6% | $69,631-28.7% |
| Participation rate | 91.5% | 75.2%+16.2pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 19.71% | 232464.33%-232444.6pp | 5155.94%-5136.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,841 | $2,991-38.4% | $4,695-60.8% | $2,032-9.4% |
| Participant deferral / active EE | $5,280 | $5,394-2.1% | $6,247-15.5% | $3,224+63.8% |
| Admin fee / account holder | $10 | $128-92.3% | $9,243-99.9% | $110-91.1% |