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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.
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $26,745 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $25,214 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 | Actuarial | $7,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,130 | $89,248-28.1% | $136,007-52.8% | $74,495-13.9% |
| Participation rate | 58.5% | 69.4%-11.0pp | 76.5%-18.0pp | 67.2%-8.7pp |
| Annual return | 12.61% | 22.76%-10.1pp | 579.32%-566.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,538 | $2,838-45.8% | $4,217-63.5% | $2,623-41.4% |
| Participant deferral / active EE | $5,020 | $4,598+9.2% | $7,025-28.5% | $4,346+15.5% |
| Admin fee / account holder | $470 | $1,545-69.6% | $6,858-93.1% | $1,942-75.8% |