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 |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $57,109 |
Filed as: L.M. HENDERSON & CO., LLP Service code 70 450 E 96TH ST, SUITE 200 · INDIANAPOLIS, IN 46240 | Consulting Fees | $7,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $243,423 | $47,977+407.4% | $154,107+58.0% | $56,287+332.5% |
| Participation rate | 84.0% | 66.2%+17.8pp | 83.0%+1.0pp | 69.9%+14.1pp |
| Annual return | -4.27% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $6,015 | $2,169+177.3% | $5,298+13.5% | $2,111+184.9% |
| Participant deferral / active EE | $5,365 | $2,392+124.3% | $5,081+5.6% | $3,350+60.2% |
| Admin fee / account holder | $523 | $438+19.3% | $13,411-96.1% | $521+0.3% |