See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Other Commissions | $15,258 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,100 |
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 | $43,598 | $50,498-13.7% | $75,781-42.5% | $55,191-21.0% |
| Participation rate | 98.0% | 69.4%+28.6pp | 75.8%+22.2pp | 69.2%+28.8pp |
| Annual return | 0.19% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,413 | $2,291+5.3% | $3,323-27.4% | $1,899+27.1% |
| Participant deferral / active EE | $6,784 | $2,589+162.0% | $3,651+85.8% | $3,046+122.7% |
| Admin fee / account holder | $17 | $123-85.8% | $5,299-99.7% | $91-80.8% |