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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 ONE BRYANT PARK · NEW YORK, NY 10036 | Advisory (Plan) | $33,536 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $25,096 |
TD AMERITRADE, INC.1 year Service code 27 · EIN 06-0988655 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $7,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,150 | $65,061+101.6% | $143,757-8.8% | $66,914+96.0% |
| Participation rate | 88.3% | 65.2%+23.1pp | 80.3%+8.0pp | 69.8%+18.5pp |
| Annual return | -17.59% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $8,828 | $2,361+273.9% | $4,951+78.3% | $2,544+247.0% |
| Participant deferral / active EE | $5,490 | $2,919+88.1% | $5,637-2.6% | $4,237+29.6% |
| Admin fee / account holder | $554 | $502+10.4% | $14,673-96.2% | $593-6.6% |