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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $52,500 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $38,325 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,712 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,218 |
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 | $158,126 | $241,101-34.4% | $103,333+53.0% | $199,593-20.8% |
| Participation rate | 94.1% | 78.3%+15.8pp | 74.5%+19.6pp | 72.0%+22.1pp |
| Annual return | 23.82% | 17.80%+6.0pp | 24.88%-1.1pp | 34.25%-10.4pp |
| Employer contribution / active EE | $3,045 | $4,244-28.3% | $3,868-21.3% | $3,034+0.4% |
| Participant deferral / active EE | $11,645 | $3,958+194.2% | $5,057+130.3% | $5,087+128.9% |
| Admin fee / account holder | $75 | $288-73.8% | $8,355-99.1% | $269-72.0% |