See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 38-2071689 | Recordkeeping | $16,413 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $4,673 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,512 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 15 · EIN 38-2438760 | Recordkeeping | $2,250 |
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 | $95,587 | $31,109+207.3% | $67,711+41.2% | $52,331+82.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | -1.09% | 23.70%-24.8pp | 25.41%-26.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,552 | $1,076+44.3% | $2,559-39.3% | $1,882-17.5% |
| Participant deferral / active EE | $3,401 | $1,970+72.6% | $3,585-5.1% | $3,022+12.5% |
| Admin fee / account holder | $90 | $466-80.7% | $4,255-97.9% | $592-84.8% |