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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,382 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,730 |
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 | $22,202 | $56,152-60.5% | $185,823-88.1% | $73,409-69.8% |
| Participation rate | 47.1% | 67.6%-20.4pp | 78.0%-30.9pp | 72.2%-25.0pp |
| Annual return | 19.65% | 17.59%+2.1pp | 35.95%-16.3pp | 59.29%-39.6pp |
| Employer contribution / active EE | $647 | $1,532-57.8% | $4,087-84.2% | $2,234-71.0% |
| Participant deferral / active EE | $1,674 | $3,659-54.3% | $5,632-70.3% | $3,805-56.0% |
| Admin fee / account holder | $134 | $132+1.2% | $9,500-98.6% | $158-15.4% |