See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,925 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $45,135 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,721 | $88,122-69.7% | $141,162-81.1% | $67,579-60.5% |
| Participation rate | 91.8% | 76.5%+15.3pp | 82.5%+9.3pp | 71.3%+20.5pp |
| Annual return | 37.29% | 75.40%-38.1pp | 71.39%-34.1pp | 378.56%-341.3pp |
| Employer contribution / active EE | $2,383 | $3,224-26.1% | $4,735-49.7% | $2,148+10.9% |
| Participant deferral / active EE | $6,090 | $5,958+2.2% | $6,709-9.2% | $3,539+72.1% |
| Admin fee / account holder | $132 | $131+0.7% | $10,261-98.7% | $142-7.4% |