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 |
|---|---|---|
VRAKAS S.C.1 year Service code 50 · EIN 39-1453055 | Direct Payment | $6,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,092 |
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 | $98,790 | $67,606+46.1% | $82,313+20.0% | $70,131+40.9% |
| Participation rate | 91.6% | 72.8%+18.8pp | 76.9%+14.7pp | 69.5%+22.0pp |
| Annual return | 15.40% | 21.57%-6.2pp | 25.88%-10.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,017 | $1,755-42.1% | $2,428-58.1% | $2,342-56.6% |
| Participant deferral / active EE | $4,636 | $2,987+55.2% | $3,706+25.1% | $3,332+39.2% |
| Admin fee / account holder | $74 | $4,512-98.4% | $5,608-98.7% | $4,645-98.4% |