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 55 · EIN 26-4310632 | Other Commissions | $35,559 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,109 | $71,666+67.6% | $117,854+1.9% | $69,631+72.5% |
| Participation rate | 43.9% | 77.5%-33.7pp | 79.7%-35.8pp | 70.7%-26.8pp |
| Annual return | 16.36% | 18.86%-2.5pp | 335.08%-318.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,365 | $1,889-27.7% | $3,786-63.9% | $2,032-32.8% |
| Participant deferral / active EE | $2,449 | $3,340-26.7% | $4,482-45.4% | $3,224-24.0% |
| Admin fee / account holder | $18 | $120-85.2% | $8,020-99.8% | $110-83.9% |