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 9-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) | $54,408 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,758 | $73,404+0.5% | $87,100-15.3% | $67,579+9.1% |
| Participation rate | 82.4% | 80.9%+1.5pp | 76.9%+5.5pp | 71.3%+11.1pp |
| Annual return | 22.45% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $483 | $2,014-76.0% | $2,521-80.8% | $2,148-77.5% |
| Participant deferral / active EE | $3,079 | $3,913-21.3% | $4,049-23.9% | $3,539-13.0% |
| Admin fee / account holder | $32 | $142-77.1% | $7,497-99.6% | $142-77.2% |