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 15 · EIN 84-0467907 | Recordkeeping | $35,033 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 32 · EIN 13-5674085 | Real estate brokerage; Other commissions | $18,958 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $2,225 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,445 | $59,417-16.8% | $93,606-47.2% | $74,495-33.6% |
| Participation rate | 52.9% | 59.7%-6.7pp | 68.7%-15.8pp | 67.2%-14.3pp |
| Annual return | 14.49% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,138 | $1,264-10.0% | $2,420-53.0% | $2,623-56.6% |
| Participant deferral / active EE | $4,504 | $3,050+47.7% | $4,411+2.1% | $4,346+3.6% |
| Admin fee / account holder | $476 | $3,021-84.2% | $8,285-94.3% | $1,942-75.5% |