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 | $27,011 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,830 |
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 49 · EIN 36-3533281 | Other Services | $4,352 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIH Service code 17 · EIN 13-5674085 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,097 | $78,485+19.9% | $106,213-11.4% | $74,495+26.3% |
| Participation rate | 98.5% | 72.8%+25.6pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 12.20% | 15.95%-3.8pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $5,800 | $2,523+129.9% | $3,171+82.9% | $2,623+121.1% |
| Participant deferral / active EE | $8,516 | $4,322+97.0% | $5,016+69.8% | $4,346+96.0% |
| Admin fee / account holder | $337 | $2,232-84.9% | $11,033-96.9% | $1,942-82.7% |