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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.
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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 |
|---|---|---|
PENSION PARTNERS, LLC10+ years Service code 27 · EIN 22-3728883 | Advisory (Plan) | $132,936 |
Filed as: MERRILL LYNCH Service code 33 ONE BRYANT PARK · NEW YORK, NY 10036 | Securities brokerage | $18,778 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $11,450 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 33 276 KINGSBURY GRADE · STATELINE, NV 89449 | Securities brokerage | $9,744 |
Service code 29 50 FREMONT ST., 20TH FLOOR · SAN FRANCISCO, CA 94105 | Legal | $9,147 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,760 | $106,028+324.2% | $146,958+206.0% | $77,643+479.3% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 15.94% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $6,806 | $4,063+67.5% | $4,933+38.0% | $2,726+149.7% |
| Participant deferral / active EE | $13,157 | $7,990+64.7% | $8,070+63.0% | $4,647+183.1% |
| Admin fee / account holder | $361 | $337+7.1% | $12,998-97.2% | $430-16.1% |