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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.
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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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $113,097 |
HANSEN, PLAHM & COMPANY7 years Service code 10 8180 S. CASS AVENUE · DARIEN, IL 605615013 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,610 | $89,436+6.9% | $164,813-42.0% | $77,643+23.1% |
| Participation rate | 75.5% | 78.6%-3.1pp | 78.6%-3.1pp | 70.6%+5.0pp |
| Annual return | 10.71% | 28.83%-18.1pp | 69.93%-59.2pp | 31.24%-20.5pp |
| Employer contribution / active EE | $2,347 | $2,569-8.6% | $4,341-45.9% | $2,726-13.9% |
| Participant deferral / active EE | $4,953 | $4,897+1.2% | $6,031-17.9% | $4,647+6.6% |
| Admin fee / account holder | $390 | $339+14.8% | $12,690-96.9% | $430-9.4% |