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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 200 PARK AVENUE 13TH FLOOR · NY, NY 10166 | Advisory (Participants) | $41,716 |
ISRAEL GELMAN3+ years Service code 14 · EIN 11-3237992 31-36 88TH STREET · JACKSON HEIGHTS, NY 11369 | Plan Administrator | $25,919 |
MAYER RISPLER & CO1 year Service code 10 · EIN 11-3108982 18 HEYWARD STREET · BROKLYN, NY 11249 | Accounting | $10,000 |
MLF CONSULTING GROUP INC3+ years Service code 11 · EIN 04-3629856 181 SOUTH FRANKLIN AVE SUITE 202 · VALLEY STREAM, NY 11581 | Actuarial | $9,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 7 reportable transactions. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,870 | $43,327-42.6% | $59,878-58.5% | $64,186-61.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 5.95% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $8,388 | $2,028+313.5% | $2,722+208.2% | $2,381+252.3% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $386 | $3,005-87.2% | $3,590-89.3% | $4,888-92.1% |