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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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $321,521 |
PORTFOLIO EVALUATIONS, INC.4 years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $80,372 |
WINDHAM BRANNON4 years Service code 10 · EIN 58-1763439 | Accounting | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,991 | $176,491-67.1% | $95,952-39.6% | $90,288-35.8% |
| Participation rate | 85.7% | 86.6%-0.9pp | 77.1%+8.6pp | 73.4%+12.3pp |
| Annual return | 12.74% | 20.14%-7.4pp | 91.61%-78.9pp | 53.97%-41.2pp |
| Employer contribution / active EE | $2,006 | $2,789-28.1% | $2,541-21.0% | $2,524-20.5% |
| Participant deferral / active EE | $3,306 | $5,340-38.1% | $4,167-20.7% | $4,232-21.9% |
| Admin fee / account holder | $88 | $154-42.9% | $6,795-98.7% | $114-22.8% |