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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 |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,174 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,104 | $82,978-49.3% | $129,995-67.6% | $71,457-41.1% |
| Participation rate | 60.6% | 74.1%-13.5pp | 78.5%-17.9pp | 67.9%-7.4pp |
| Annual return | 14.56% | 20.60%-6.0pp | -137.18%+151.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $708 | $2,622-73.0% | $4,320-83.6% | $2,588-72.6% |
| Participant deferral / active EE | $4,135 | $4,432-6.7% | $5,820-29.0% | $4,289-3.6% |
| Admin fee / account holder | $215 | $1,729-87.6% | $10,614-98.0% | $1,587-86.5% |