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 7-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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,710 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Direct payment from the plan; Custodi... | $65 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,128 | $80,753-68.9% | $136,294-81.6% | $62,292-59.7% |
| Participation rate | 68.0% | 73.5%-5.5pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 110.78% | 35.83%+74.9pp | 5155.94%-5045.2pp | 28.90%+81.9pp |
| Employer contribution / active EE | $2,825 | $2,884-2.0% | $4,695-39.8% | $2,042+38.3% |
| Participant deferral / active EE | $3,492 | $5,164-32.4% | $6,247-44.1% | $3,169+10.2% |
| Admin fee / account holder | $26 | $525-95.1% | $9,243-99.7% | $479-94.6% |