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 |
|---|---|---|
Service code 13 3136 WINTON ROAD · ROCHESTER, NY 146232928 | Contract Administrator | $8,420 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $4,171 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVCES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $667 |
Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,654 | $64,909+18.1% | $82,313-6.9% | $62,292+23.1% |
| Participation rate | 78.5% | 74.9%+3.6pp | 76.9%+1.6pp | 69.5%+8.9pp |
| Annual return | 15.25% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $663 | $1,676-60.4% | $2,428-72.7% | $2,042-67.5% |
| Participant deferral / active EE | $3,993 | $3,103+28.7% | $3,706+7.7% | $3,169+26.0% |
| Admin fee / account holder | $14 | $440-96.8% | $5,608-99.7% | $479-97.1% |