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 | $42,410 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $16,438 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,562 | $59,417-3.1% | $93,606-38.5% | $74,495-22.7% |
| Participation rate | 88.4% | 59.7%+28.7pp | 68.7%+19.7pp | 67.2%+21.2pp |
| Annual return | 16.55% | 81.83%-65.3pp | 133.20%-116.7pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,296 | $1,264+2.6% | $2,420-46.4% | $2,623-50.6% |
| Participant deferral / active EE | $3,403 | $3,050+11.6% | $4,411-22.9% | $4,346-21.7% |
| Admin fee / account holder | $275 | $3,021-90.9% | $8,285-96.7% | $1,942-85.8% |