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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $25,358 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,530 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,044 | $54,121-59.3% | $134,143-83.6% | $73,409-70.0% |
| Participation rate | 77.5% | 64.4%+13.1pp | 72.2%+5.3pp | 72.2%+5.3pp |
| Annual return | 22.94% | -312.52%+335.5pp | 36.33%-13.4pp | 59.29%-36.4pp |
| Employer contribution / active EE | $535 | $1,402-61.9% | $3,704-85.6% | $2,234-76.1% |
| Participant deferral / active EE | $1,673 | $2,844-41.2% | $3,499-52.2% | $3,805-56.0% |
| Admin fee / account holder | $22 | $132-83.5% | $6,684-99.7% | $158-86.1% |