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 | $4,307 |
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).
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 | $31,190 | $75,284-58.6% | $91,001-65.7% | $69,631-55.2% |
| Participation rate | 99.2% | 80.4%+18.8pp | 75.6%+23.6pp | 70.7%+28.5pp |
| Annual return | 59.23% | 48.40%+10.8pp | 4.60%+54.6pp | 27571.02%-27511.8pp |
| Employer contribution / active EE | $3,078 | $2,473+24.5% | $2,456+25.4% | $2,032+51.5% |
| Participant deferral / active EE | $9,784 | $3,700+164.5% | $3,547+175.8% | $3,224+203.5% |
| Admin fee / account holder | $9 | $111-91.5% | $5,417-99.8% | $110-91.5% |