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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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $21,101 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $16,881 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,422 | $88,083+46.9% | $164,813-21.5% | $74,495+73.7% |
| Participation rate | 62.4% | 73.0%-10.6pp | 78.6%-16.2pp | 67.2%-4.8pp |
| Annual return | 12.25% | 17.26%-5.0pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,154 | $2,593-55.5% | $4,341-73.4% | $2,623-56.0% |
| Participant deferral / active EE | $4,323 | $4,498-3.9% | $6,031-28.3% | $4,346-0.5% |
| Admin fee / account holder | $431 | $2,234-80.7% | $12,690-96.6% | $1,942-77.8% |