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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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $203,467 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $59,800 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $37,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,245 | $40,592+55.8% | $86,188-26.6% | $103,482-38.9% |
| Participation rate | 28.4% | 58.1%-29.7pp | 69.0%-40.6pp | 73.3%-44.9pp |
| Annual return | 15.13% | 18.32%-3.2pp | 1168.45%-1153.3pp | 33.11%-18.0pp |
| Employer contribution / active EE | $551 | $974-43.4% | $2,380-76.8% | $3,208-82.8% |
| Participant deferral / active EE | $1,311 | $2,072-36.8% | $3,985-67.1% | $5,207-74.8% |
| Admin fee / account holder | $224 | $85+164.1% | $6,852-96.7% | $114+96.0% |