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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,095 |
Filed as: MARGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,555 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,113 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,127 | $55,415+317.1% | $155,509+48.6% | $74,495+210.3% |
| Participation rate | 91.6% | 61.9%+29.7pp | 78.2%+13.4pp | 67.2%+24.4pp |
| Annual return | 11.69% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $7,972 | $2,267+251.6% | $4,672+70.6% | $2,623+203.9% |
| Participant deferral / active EE | $5,995 | $2,836+111.4% | $5,626+6.6% | $4,346+38.0% |
| Admin fee / account holder | $742 | $1,738-57.3% | $15,912-95.3% | $1,942-61.8% |