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 |
|---|---|---|
REHMANN ROBSON1 year Service code 50 · EIN 38-3635706 | Direct Payment | $11,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $860 |
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 | $39,423 | $69,159-43.0% | $125,175-68.5% | $67,579-41.7% |
| Participation rate | 85.9% | 78.2%+7.7pp | 79.8%+6.2pp | 71.3%+14.7pp |
| Annual return | 19.37% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,747 | $2,023-13.7% | $3,865-54.8% | $2,148-18.7% |
| Participant deferral / active EE | $2,395 | $3,700-35.3% | $4,937-51.5% | $3,539-32.3% |
| Admin fee / account holder | $33 | $142-77.1% | $9,702-99.7% | $142-77.2% |