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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,066 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SM Service code 27 · EIN 13-5674085 | Advisory (Plan) | $64,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,742 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,488 | $39,973-38.7% | $79,550-69.2% | $77,904-68.6% |
| Participation rate | 98.0% | 64.6%+33.4pp | 69.5%+28.5pp | 73.7%+24.3pp |
| Annual return | -17.83% | 3.42%-21.3pp | 0.16%-18.0pp | 12.21%-30.0pp |
| Employer contribution / active EE | $2,101 | $1,088+93.2% | $2,413-12.9% | $2,848-26.2% |
| Participant deferral / active EE | $3,755 | $2,774+35.3% | $3,985-5.8% | $4,806-21.9% |
| Admin fee / account holder | $85 | $113-24.3% | $6,832-98.7% | $133-35.5% |