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.3 years Service code 50 · EIN 39-1453055 | Direct Payment | $11,738 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,917 |
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 | $86,138 | $72,492+18.8% | $87,100-1.1% | $72,985+18.0% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 22.39% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,241 | $1,894-34.5% | $2,521-50.8% | $2,440-49.1% |
| Participant deferral / active EE | $5,091 | $3,270+55.7% | $4,049+25.8% | $3,607+41.1% |
| Admin fee / account holder | $122 | $5,055-97.6% | $7,497-98.4% | $5,124-97.6% |