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 55 · EIN 26-4310632 | Other Commissions | $6,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | $288 |
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.
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 | $61,967 | $75,963-18.4% | $97,995-36.8% | $70,131-11.6% |
| Participation rate | 32.3% | 77.0%-44.7pp | 82.4%-50.1pp | 69.5%-37.2pp |
| Annual return | 17.56% | 19.26%-1.7pp | 23.94%-6.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $968 | $3,278-70.5% | $4,158-76.7% | $2,342-58.7% |
| Participant deferral / active EE | $2,259 | $4,053-44.3% | $5,097-55.7% | $3,332-32.2% |
| Admin fee / account holder | $7 | $5,407-99.9% | $5,943-99.9% | $4,645-99.8% |