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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 & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $11,044 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,393 | $46,360-2.1% | $147,614-69.2% | $52,331-13.3% |
| Participation rate | 58.1% | 64.9%-6.8pp | 84.6%-26.5pp | 68.1%-10.0pp |
| Annual return | -0.68% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,032 | $2,126-51.5% | $5,564-81.5% | $1,882-45.2% |
| Participant deferral / active EE | $1,821 | $2,258-19.4% | $4,895-62.8% | $3,022-39.8% |
| Admin fee / account holder | $112 | $766-85.4% | $11,611-99.0% | $592-81.1% |