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 |
|---|---|---|
Filed as: MERRILL LYNCH -EPS Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $21,355 |
Filed as: MERRILL LYNCH -FAS Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $21,355 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,386 | $101,317-59.2% | $146,958-71.8% | $74,495-44.4% |
| Participation rate | 70.8% | 75.5%-4.7pp | 82.2%-11.4pp | 67.2%+3.6pp |
| Annual return | 12.43% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,441 | $3,810-62.2% | $4,933-70.8% | $2,623-45.1% |
| Participant deferral / active EE | $5,319 | $7,303-27.2% | $8,070-34.1% | $4,346+22.4% |
| Admin fee / account holder | $391 | $1,739-77.5% | $12,998-97.0% | $1,942-79.9% |