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 13 · EIN 42-0127290 | Contract Administrator | $227,578 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $89,892 |
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 | $49,116 | $120,450-59.2% | $159,436-69.2% | $93,030-47.2% |
| Participation rate | 75.3% | 78.0%-2.7pp | 82.8%-7.5pp | 73.9%+1.4pp |
| Annual return | 21.62% | 27.11%-5.5pp | 263.57%-241.9pp | 158.70%-137.1pp |
| Employer contribution / active EE | $2,935 | $3,526-16.8% | $4,829-39.2% | $2,706+8.5% |
| Participant deferral / active EE | $7,105 | $7,283-2.4% | $7,352-3.4% | $4,562+55.7% |
| Admin fee / account holder | $208 | $137+51.9% | $10,799-98.1% | $152+36.9% |