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 | $179,751 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $66,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,986 | $127,481-69.4% | $149,696-74.0% | $90,288-56.8% |
| Participation rate | 75.0% | 78.2%-3.3pp | 82.5%-7.5pp | 73.4%+1.6pp |
| Annual return | 37.94% | 57.78%-19.8pp | 276.60%-238.7pp | 53.97%-16.0pp |
| Employer contribution / active EE | $2,666 | $3,448-22.7% | $4,644-42.6% | $2,524+5.6% |
| Participant deferral / active EE | $6,145 | $6,975-11.9% | $6,842-10.2% | $4,232+45.2% |
| Admin fee / account holder | $177 | $152+16.5% | $9,309-98.1% | $114+55.0% |