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 60 · EIN 04-2647786 | Sub-TA Fees | $9,838 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $46,148 | $64,909-28.9% | $82,313-43.9% | $62,292-25.9% |
| Participation rate | 92.8% | 74.9%+17.9pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 20.16% | 21.18%-1.0pp | 25.88%-5.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $589 | $1,676-64.9% | $2,428-75.7% | $2,042-71.2% |
| Participant deferral / active EE | $3,713 | $3,103+19.6% | $3,706+0.2% | $3,169+17.2% |
| Admin fee / account holder | $38 | $440-91.3% | $5,608-99.3% | $479-92.0% |