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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,281 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $19,535 |
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 | $57,611 | $72,770-20.8% | $67,652-14.8% | $55,191+4.4% |
| Participation rate | 85.0% | 78.8%+6.2pp | 75.7%+9.3pp | 69.2%+15.8pp |
| Annual return | -0.37% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,781 | $1,769+0.7% | $2,266-21.4% | $1,899-6.2% |
| Participant deferral / active EE | $2,952 | $3,408-13.4% | $3,560-17.1% | $3,046-3.1% |
| Admin fee / account holder | $113 | $79+43.1% | $4,821-97.7% | $91+24.2% |