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 |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $6,452 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,172 | $58,879+12.4% | $178,490-62.9% | $73,488-10.0% |
| Participation rate | 37.9% | 66.2%-28.3pp | 81.9%-44.0pp | 70.7%-32.8pp |
| Annual return | 15.98% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $485 | $2,236-78.3% | $5,011-90.3% | $2,270-78.6% |
| Participant deferral / active EE | $1,016 | $2,567-60.4% | $5,202-80.5% | $3,740-72.8% |
| Admin fee / account holder | $97 | $400-75.8% | $13,984-99.3% | $513-81.2% |