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 | $30,531 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 17 · EIN 13-5674085 | Pension Consulting | $28,777 |
MKS&H7 years Service code 10 · EIN 52-0547375 | Accounting | $17,500 |
Filed as: BLUE RIDGE ASSOCIATES, INC. Service code 49 | Other Services | $6,870 |
Filed as: BLUE RIDGE ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $4,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,079 | $101,317+4.7% | $146,958-27.8% | $74,495+42.4% |
| Participation rate | 69.1% | 75.5%-6.4pp | 82.2%-13.0pp | 67.2%+1.9pp |
| Annual return | 13.02% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,704 | $7,303-21.9% | $8,070-29.3% | $4,346+31.2% |
| Admin fee / account holder | $586 | $1,739-66.3% | $12,998-95.5% | $1,942-69.8% |