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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $166,142 |
Service code 70 · EIN 45-5291215 | Consulting Fees | $24,382 |
Filed as: FAEGRE BAKER DANIELS Service code 10 · EIN 41-0244008 | Accounting | $12,811 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,000 | $56,640+4.2% | $80,975-27.1% | $57,658+2.3% |
| Participation rate | 89.6% | 75.9%+13.7pp | 75.8%+13.8pp | 70.2%+19.3pp |
| Annual return | 7.92% | 19.97%-12.0pp | 17.10%-9.2pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3 | $2,085-99.9% | $3,714-99.9% | $1,974-99.8% |
| Participant deferral / active EE | $4,676 | $4,944-5.4% | $5,696-17.9% | $3,061+52.8% |
| Admin fee / account holder | $127 | $87+46.1% | $5,516-97.7% | $95+34.6% |