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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WI 98161 | Other Commissions | $147 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,844 | $56,629-47.3% | $77,999-61.7% | $55,167-45.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 75.5%+7.8pp | 69.0%+14.3pp |
| Annual return | 7.19% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,743 | $2,777-37.2% | $3,497-50.2% | $3,054-42.9% |
| Admin fee / account holder | $24 | $467-94.8% | $5,480-99.6% | $504-95.2% |