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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 |
|---|---|---|
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $52,850 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,968 | $86,897+137.0% | $151,611+35.9% | $64,808+217.8% |
| Participation rate | 93.2% | 87.3%+5.9pp | 87.5%+5.7pp | 71.5%+21.7pp |
| Annual return | -12.97% | -3.57%-9.4pp | 3.33%-16.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $8,718 | $4,010+117.4% | $6,166+41.4% | $2,506+247.9% |
| Participant deferral / active EE | $5,208 | $6,690-22.2% | $8,363-37.7% | $4,310+20.8% |
| Admin fee / account holder | $341 | $153+122.9% | $11,616-97.1% | $188+81.5% |