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 13 · EIN 42-0127290 | Contract Administrator | $11,690 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $8,620 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,116 | $99,957-52.9% | $149,696-68.5% | $73,488-35.9% |
| Participation rate | 52.3% | 75.7%-23.4pp | 82.5%-30.2pp | 70.7%-18.4pp |
| Annual return | 30.81% | 53.87%-23.1pp | 276.60%-245.8pp | 28.51%+2.3pp |
| Employer contribution / active EE | $1,977 | $3,191-38.1% | $4,644-57.4% | $2,270-12.9% |
| Participant deferral / active EE | $4,645 | $6,073-23.5% | $6,842-32.1% | $3,740+24.2% |
| Admin fee / account holder | $214 | $551-61.2% | $9,309-97.7% | $513-58.3% |