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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.
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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,919 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,078 | $79,519-37.0% | $95,952-47.8% | $73,409-31.8% |
| Participation rate | 69.1% | 81.2%-12.1pp | 77.1%-8.0pp | 72.2%-3.1pp |
| Annual return | 15.30% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,116 | $2,048-45.5% | $2,541-56.1% | $2,234-50.0% |
| Participant deferral / active EE | $2,875 | $4,138-30.5% | $4,167-31.0% | $3,805-24.4% |
| Admin fee / account holder | $201 | $184+8.8% | $6,795-97.0% | $158+27.0% |