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 | $75,413 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $22,389 |
STAMBAUGH NESS PC3 years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $14,300 |
Filed as: MERRILL LYNCH Service code 27 | Advisory (Plan) | $2,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,724 | $101,317+166.2% | $146,958+83.5% | $74,495+262.1% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 15.66% | 8730.91%-8715.2pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $10,086 | $3,810+164.7% | $4,933+104.5% | $2,623+284.5% |
| Participant deferral / active EE | $11,480 | $7,303+57.2% | $8,070+42.3% | $4,346+164.2% |
| Admin fee / account holder | $778 | $1,739-55.2% | $12,998-94.0% | $1,942-59.9% |