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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $243,544 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $185,157 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,090 | $112,623-45.8% | $106,213-42.5% | $199,593-69.4% |
| Participation rate | 88.8% | 86.2%+2.5pp | 75.3%+13.5pp | 72.0%+16.8pp |
| Annual return | 15.62% | 15.57%0pp | 116.14%-100.5pp | 34.25%-18.6pp |
| Employer contribution / active EE | $3,031 | $4,575-33.7% | $3,171-4.4% | $3,034-0.1% |
| Participant deferral / active EE | $3,501 | $6,659-47.4% | $5,016-30.2% | $5,087-31.2% |
| Admin fee / account holder | $91 | $107-14.6% | $11,033-99.2% | $269-66.0% |