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,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $41,350 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,763 |
JUDELSON, GIORDANO & SIEGEL, PC1 year Filed as: JGS, CPA, PC Service code 10 · EIN 14-1619319 | Accounting | $6,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,873 | $55,449-10.1% | $83,848-40.5% | $56,287-11.4% |
| Participation rate | 72.6% | 68.0%+4.6pp | 76.1%-3.5pp | 69.9%+2.8pp |
| Annual return | -5.29% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $955 | $2,430-60.7% | $3,631-73.7% | $2,111-54.8% |
| Participant deferral / active EE | $2,614 | $2,935-11.0% | $4,082-36.0% | $3,350-22.0% |
| Admin fee / account holder | $308 | $656-53.1% | $5,478-94.4% | $521-40.9% |