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 | $169,333 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $78,159 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $15,934 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,174 | $82,202+6.0% | $125,339-30.4% | $64,808+34.5% |
| Participation rate | 94.8% | 77.9%+16.9pp | 82.4%+12.4pp | 71.5%+23.3pp |
| Annual return | -12.84% | 3.48%-16.3pp | 572.05%-584.9pp | 32.82%-45.7pp |
| Employer contribution / active EE | $296 | $3,615-91.8% | $4,814-93.9% | $2,506-88.2% |
| Participant deferral / active EE | $8,900 | $7,175+24.0% | $7,446+19.5% | $4,310+106.5% |
| Admin fee / account holder | $324 | $163+98.8% | $10,010-96.8% | $188+72.8% |