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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 18 · EIN 13-5674085 | Investment management fees paid direc... | $12,759 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $840 |
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 | $58,387 | $55,453+5.3% | $170,442-65.7% | $62,292-6.3% |
| Participation rate | 53.3% | 66.4%-13.1pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 21.93% | 21.38%+0.6pp | 205.93%-184.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $721 | $2,164-66.7% | $5,433-86.7% | $2,042-64.7% |
| Participant deferral / active EE | $1,410 | $2,303-38.8% | $4,939-71.5% | $3,169-55.5% |
| Admin fee / account holder | $118 | $455-74.0% | $13,880-99.1% | $479-75.3% |