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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,644 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 70 · EIN 26-0058143 | Consulting Fees | $12,500 |
PLANTE & MORAN, PLLC8 years Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $5,000 |
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 | $97,961 | $129,021-24.1% | $184,203-46.8% | $77,643+26.2% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.8%+8.4pp | 70.6%+24.7pp |
| Annual return | 19.43% | 33.27%-13.8pp | 28.81%-9.4pp | 31.24%-11.8pp |
| Employer contribution / active EE | $2,270 | $4,413-48.5% | $6,427-64.7% | $2,726-16.7% |
| Participant deferral / active EE | $5,089 | $7,297-30.3% | $9,131-44.3% | $4,647+9.5% |
| Admin fee / account holder | $128 | $254-49.4% | $13,901-99.1% | $430-70.2% |