Filed December 6, 2023
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 | $33,373 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $19,833 |
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 | $55,535 | $49,138+13.0% | $84,015-33.9% | $65,185-14.8% |
| Participation rate | 88.4% | 60.7%+27.7pp | 69.0%+19.4pp | 70.2%+18.2pp |
| Annual return | 17.89% | 23.00%-5.1pp | 71.31%-53.4pp | 29.38%-11.5pp |
| Employer contribution / active EE | $850 | $914-7.0% | $1,983-57.2% | $2,177-61.0% |
| Participant deferral / active EE | $3,643 | $2,397+52.0% | $3,239+12.5% | $3,514+3.7% |
| Admin fee / account holder | $276 | $543-49.3% | $6,101-95.5% | $847-67.5% |