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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.
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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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $28,079 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,068 |
MARTINDALE KEYSOR & CO PLLC1+ years Filed as: MARTINDALE KEYSOR & CO., PLLC Service code 10 · EIN 14-1818557 | Accounting | $8,150 |
Service code 49 · EIN 13-5674085 | Other Services | $4,476 |
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 | $33,156 | $62,324-46.8% | $68,509-51.6% | $55,191-39.9% |
| Participation rate | 91.7% | 78.9%+12.8pp | 74.7%+17.0pp | 69.2%+22.5pp |
| Annual return | 2.14% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,374 | $2,223-38.2% | $2,278-39.7% | $1,899-27.6% |
| Participant deferral / active EE | $2,321 | $3,425-32.2% | $3,382-31.4% | $3,046-23.8% |
| Admin fee / account holder | $23 | $91-74.6% | $5,275-99.6% | $91-74.5% |