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 37 · EIN 04-2647786 | Loan Processing | $199,762 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SM Service code 27 · EIN 13-5674085 | Advisory (Plan) | $64,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,186 |
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 | $37,722 | $48,698-22.5% | $93,606-59.7% | $199,593-81.1% |
| Participation rate | 83.6% | 63.5%+20.1pp | 68.7%+14.9pp | 72.0%+11.6pp |
| Annual return | 17.64% | 15.34%+2.3pp | 133.20%-115.6pp | 34.25%-16.6pp |
| Employer contribution / active EE | $1,261 | $1,135+11.1% | $2,420-47.9% | $3,034-58.4% |
| Participant deferral / active EE | $3,708 | $2,817+31.6% | $4,411-15.9% | $5,087-27.1% |
| Admin fee / account holder | $104 | $195-46.8% | $8,285-98.7% | $269-61.4% |