See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,378 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $16,030 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $19,816 | $88,122-77.5% | $141,162-86.0% | $67,579-70.7% |
| Participation rate | 72.6% | 76.5%-3.8pp | 82.5%-9.8pp | 71.3%+1.4pp |
| Annual return | 30.55% | 75.40%-44.8pp | 71.39%-40.8pp | 378.56%-348.0pp |
| Employer contribution / active EE | $1,930 | $3,224-40.1% | $4,735-59.2% | $2,148-10.1% |
| Participant deferral / active EE | $3,488 | $5,958-41.5% | $6,709-48.0% | $3,539-1.4% |
| Admin fee / account holder | $118 | $131-10.0% | $10,261-98.9% | $142-17.2% |