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 PIERCE FENNER SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $41,378 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $39,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,634 | $66,813+67.1% | $100,516+11.1% | $73,488+51.9% |
| Participation rate | 98.0% | 77.5%+20.5pp | 79.4%+18.6pp | 70.7%+27.3pp |
| Annual return | 21.18% | 25.70%-4.5pp | 30.89%-9.7pp | 28.51%-7.3pp |
| Employer contribution / active EE | $2,618 | $2,147+22.0% | $3,418-23.4% | $2,270+15.3% |
| Participant deferral / active EE | $7,157 | $5,883+21.6% | $6,270+14.1% | $3,740+91.4% |
| Admin fee / account holder | $794 | $512+55.0% | $8,081-90.2% | $513+54.7% |