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 | $21,809 |
CORE CAPITAL SOLUTIONS5+ years Service code 27 · EIN 36-4469402 | Advisory (Plan) | $16,024 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 41-0127290 | Contract Administrator | $14,322 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,625 | $65,376+47.8% | $87,100+10.9% | $65,185+48.2% |
| Participation rate | 96.9% | 75.3%+21.6pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 18.37% | 31.27%-12.9pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $2,303 | $1,822+26.4% | $2,521-8.7% | $2,177+5.8% |
| Participant deferral / active EE | $5,666 | $3,388+67.2% | $4,049+39.9% | $3,514+61.3% |
| Admin fee / account holder | $231 | $520-55.6% | $7,497-96.9% | $847-72.8% |