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 Service code 17 · EIN 13-5674085 | Pension Consulting | $35,272 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,496 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,230 | $52,525-74.8% | $117,472-88.7% | $77,904-83.0% |
| Participation rate | 81.3% | 61.6%+19.7pp | 70.6%+10.7pp | 73.7%+7.6pp |
| Annual return | -21.45% | -13.76%-7.7pp | 29.74%-51.2pp | 12.21%-33.7pp |
| Employer contribution / active EE | $425 | $2,166-80.4% | $4,176-89.8% | $2,848-85.1% |
| Participant deferral / active EE | $1,545 | $3,087-49.9% | $4,070-62.0% | $4,806-67.8% |
| Admin fee / account holder | $31 | $99-69.2% | $5,645-99.5% | $133-76.9% |