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 7-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 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $108,801 |
CUTTER & COMPANY, INC7+ years Filed as: CUTTER & COMPANY Service code 10 15415 CLAYTON AVENUE · BALLWIN, MO 63011 | Accounting | $30,114 |
Filed as: PLAN CORP Service code 17 540 MARYVILLE CENTRE · ST. LOUIS, MO 63141 | Pension Consulting | $24,850 |
Service code 10 8112 MARYLAND AVENUE · CLAYTON, MO 63105 | Accounting | $14,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,463 | $100,923+459.3% | $150,045+276.2% | $74,304+659.7% |
| Participation rate | 90.2% | 70.1%+20.2pp | 82.3%+7.9pp | 60.3%+29.9pp |
| Annual return | 15.52% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $16,790 | $3,463+384.8% | $4,693+257.8% | $2,241+649.2% |
| Participant deferral / active EE | $13,177 | $6,709+96.4% | $7,997+64.8% | $3,767+249.8% |
| Admin fee / account holder | $402 | $2,767-85.5% | $13,435-97.0% | $2,969-86.5% |