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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,810 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,549 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,366 | $58,879-56.9% | $178,490-85.8% | $73,488-65.5% |
| Participation rate | 97.9% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 24.58% | 24.86%-0.3pp | 151.07%-126.5pp | 28.51%-3.9pp |
| Employer contribution / active EE | $2,138 | $2,236-4.4% | $5,011-57.3% | $2,270-5.8% |
| Participant deferral / active EE | $3,224 | $2,567+25.6% | $5,202-38.0% | $3,740-13.8% |
| Admin fee / account holder | $183 | $400-54.2% | $13,984-98.7% | $513-64.3% |