See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,763 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $19,862 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $8,555 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,396 | $74,347+21.6% | $93,606-3.4% | $67,579+33.8% |
| Participation rate | 87.2% | 80.6%+6.6pp | 75.8%+11.4pp | 71.3%+16.0pp |
| Annual return | 18.81% | 28.07%-9.3pp | 32.76%-13.9pp | 378.56%-359.7pp |
| Employer contribution / active EE | $4,927 | $2,583+90.7% | $2,718+81.3% | $2,148+129.4% |
| Participant deferral / active EE | $4,880 | $4,060+20.2% | $4,069+19.9% | $3,539+37.9% |
| Admin fee / account holder | $267 | $123+117.7% | $7,888-96.6% | $142+87.7% |