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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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,563 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,563 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,586 | $105,181-63.3% | $159,436-75.8% | $85,850-55.1% |
| Participation rate | 71.1% | 75.8%-4.6pp | 82.8%-11.7pp | 69.3%+1.8pp |
| Annual return | 17.50% | 45.07%-27.6pp | 263.57%-246.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,826 | $3,318+15.3% | $4,829-20.8% | $2,565+49.2% |
| Participant deferral / active EE | $8,212 | $5,945+38.1% | $7,352+11.7% | $3,952+107.8% |
| Admin fee / account holder | $323 | $6,933-95.3% | $10,799-97.0% | $6,260-94.8% |