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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $21,640 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIH Service code 17 · EIN 13-5674085 | Pension Consulting | $0 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,905 | $71,516+11.7% | $98,439-18.8% | $71,457+11.8% |
| Participation rate | 98.4% | 72.7%+25.7pp | 75.2%+23.2pp | 67.9%+30.5pp |
| Annual return | 14.85% | 32.41%-17.6pp | 21.16%-6.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $6,056 | $2,399+152.5% | $3,048+98.7% | $2,588+134.0% |
| Participant deferral / active EE | $8,616 | $4,109+109.7% | $4,738+81.9% | $4,289+100.9% |
| Admin fee / account holder | $375 | $1,675-77.6% | $8,948-95.8% | $1,587-76.4% |