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 13 · EIN 42-0127290 | Contract Administrator | $122,846 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $80,064 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $75,045 | $88,122-14.8% | $141,162-46.8% | $67,579+11.0% |
| Participation rate | 96.5% | 76.5%+20.0pp | 82.5%+14.0pp | 71.3%+25.2pp |
| Annual return | 20.39% | 75.40%-55.0pp | 71.39%-51.0pp | 378.56%-358.2pp |
| Employer contribution / active EE | $437 | $3,224-86.4% | $4,735-90.8% | $2,148-79.6% |
| Participant deferral / active EE | $7,576 | $5,958+27.2% | $6,709+12.9% | $3,539+114.1% |
| Admin fee / account holder | $346 | $131+164.4% | $10,261-96.6% | $142+143.2% |