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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $59,955 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,040 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,698 | $42,353-79.5% | $79,550-89.1% | $64,808-86.6% |
| Participation rate | 75.7% | 64.8%+10.9pp | 69.5%+6.2pp | 71.5%+4.2pp |
| Annual return | -16.07% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $838 | $1,181-29.0% | $2,413-65.3% | $2,506-66.6% |
| Participant deferral / active EE | $1,490 | $3,170-53.0% | $3,985-62.6% | $4,310-65.4% |
| Admin fee / account holder | $119 | $160-25.7% | $6,832-98.3% | $188-36.8% |