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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.
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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 RETIREMENT & BENEFIT Service code 13 · EIN 13-5674085 | Contract Administrator | $36,438 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,947 |
CHIAMPOU TRAVIS BESAW & KERSHNER5+ years Filed as: CHIAMPOU TRAVIS BESAW AND KERSHNER Service code 10 · EIN 16-1468002 | Accounting | $16,308 |
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 | $78,464 | $62,132+26.3% | $185,823-57.8% | $73,488+6.8% |
| Participation rate | 94.9% | 67.8%+27.1pp | 78.0%+16.9pp | 70.7%+24.2pp |
| Annual return | 13.90% | 20.44%-6.5pp | 35.95%-22.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,600 | $1,681-4.8% | $4,087-60.9% | $2,270-29.5% |
| Participant deferral / active EE | $4,596 | $3,711+23.8% | $5,632-18.4% | $3,740+22.9% |
| Admin fee / account holder | $304 | $419-27.3% | $9,500-96.8% | $513-40.7% |