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 · EIN 42-0127290 | Contract Administrator | $20,562 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 17 · EIN 13-5674085 | Pension Consulting | $17,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,092 | $70,908+38.3% | $98,907-0.8% | $73,488+33.5% |
| Participation rate | 68.6% | 73.8%-5.2pp | 76.0%-7.5pp | 70.7%-2.1pp |
| Annual return | 12.77% | 34.17%-21.4pp | 196.43%-183.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,237 | $2,036-39.2% | $2,689-54.0% | $2,270-45.5% |
| Participant deferral / active EE | $3,388 | $3,500-3.2% | $4,244-20.2% | $3,740-9.4% |
| Admin fee / account holder | $446 | $535-16.7% | $6,642-93.3% | $513-13.1% |