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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,593 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $19,158 |
GOLDIN PEISER & PEISER3 years Service code 10 · EIN 75-2515294 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,310 | $78,422+84.0% | $95,952+50.4% | $79,858+80.7% |
| Participation rate | 91.6% | 73.5%+18.1pp | 77.1%+14.5pp | 69.6%+21.9pp |
| Annual return | 10.41% | 19.37%-9.0pp | 91.61%-81.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $486 | $1,945-75.0% | $2,541-80.9% | $2,471-80.3% |
| Participant deferral / active EE | $5,093 | $3,440+48.0% | $4,167+22.2% | $3,740+36.2% |
| Admin fee / account holder | $519 | $5,622-90.8% | $6,795-92.4% | $5,306-90.2% |