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 9-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 17 · EIN 13-5674085 | Pension Consulting | $14,684 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,176 | $65,322-41.6% | $70,449-45.8% | $73,488-48.1% |
| Participation rate | 79.8% | 77.0%+2.9pp | 75.1%+4.8pp | 70.7%+9.2pp |
| Annual return | 10.73% | 15.71%-5.0pp | 109.03%-98.3pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,707 | $3,375-49.4% | $3,709-54.0% | $3,740-54.4% |
| Admin fee / account holder | $254 | $214+18.5% | $3,845-93.4% | $513-50.5% |