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 | $2,075 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,843 | $63,924+10.8% | $108,579-34.8% | $55,167+28.4% |
| Participation rate | 85.5% | 74.3%+11.1pp | 79.6%+5.9pp | 69.0%+16.5pp |
| Annual return | 7.76% | 15.31%-7.5pp | -51.70%+59.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,409 | $1,879-25.0% | $3,758-62.5% | $1,963-28.2% |
| Participant deferral / active EE | $4,577 | $3,067+49.2% | $4,311+6.2% | $3,054+49.9% |
| Admin fee / account holder | $8 | $618-98.7% | $7,645-99.9% | $504-98.4% |