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 |
|---|---|---|
DERDERIAN, KANN, SEYFERTH & SALUCCI1 year Service code 10 · EIN 38-1944367 | Accounting | $20,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,240 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,117 | $56,485+56.0% | $185,823-52.6% | $86,799+1.5% |
| Participation rate | 99.0% | 65.5%+33.5pp | 81.7%+17.3pp | 72.3%+26.7pp |
| Annual return | 14.01% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $5,339 | $1,843+189.7% | $5,167+3.3% | $2,405+122.0% |
| Participant deferral / active EE | $6,768 | $2,553+165.1% | $5,568+21.6% | $4,131+63.8% |
| Admin fee / account holder | $16 | $150-89.5% | $16,237-99.9% | $170-90.8% |