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: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $7,413 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,099 | $31,741+83.0% | $56,411+3.0% | $199,593-70.9% |
| Participation rate | 32.7% | 32.3%+0.4pp | 52.5%-19.7pp | 72.0%-39.2pp |
| Annual return | 14.60% | 14.72%-0.1pp | 1701.33%-1686.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $368 | $508-27.6% | $1,039-64.6% | $3,034-87.9% |
| Participant deferral / active EE | $1,106 | $1,184-6.6% | $1,952-43.4% | $5,087-78.3% |
| Admin fee / account holder | $38 | $426-91.1% | $2,829-98.7% | $269-85.9% |