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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $8,014 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,830 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,399 | $67,606-58.0% | $82,313-65.5% | $70,131-59.5% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.9%+1.8pp | 69.5%+9.1pp |
| Annual return | 13.57% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,564 | $1,755-10.9% | $2,428-35.6% | $2,342-33.2% |
| Participant deferral / active EE | $1,592 | $2,987-46.7% | $3,706-57.0% | $3,332-52.2% |
| Admin fee / account holder | $19 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |