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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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 ONE BRYANT PARK · NEW YORK, NY 10036 | Advisory (Plan) | $40,894 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $30,661 |
TD AMERITRADE, INC.2 years Service code 27 · EIN 06-0988655 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $2 |
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 | $117,752 | $61,272+92.2% | $149,673-21.3% | $71,457+64.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.75% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $8,597 | $2,378+261.4% | $4,818+78.4% | $2,588+232.2% |
| Participant deferral / active EE | $5,819 | $2,917+99.5% | $5,680+2.5% | $4,289+35.7% |
| Admin fee / account holder | $405 | $1,261-67.9% | $13,210-96.9% | $1,587-74.5% |