See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,128 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 17 · EIN 13-2808480 | Pension Consulting | $20,863 |
MKS&H2 years Service code 10 · EIN 52-0547375 | Accounting | $18,480 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $11,287 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $6,774 |
COASTAL PENSION SERVICES4 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $6,250 |
Service code 49 · EIN 13-5674085 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,691 | $89,652-5.5% | $141,162-40.0% | $65,185+29.9% |
| Participation rate | 76.2% | 74.7%+1.5pp | 82.5%-6.3pp | 70.2%+6.0pp |
| Annual return | 21.31% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,856 | $5,691-14.7% | $6,709-27.6% | $3,514+38.2% |
| Admin fee / account holder | $426 | $569-25.1% | $10,261-95.9% | $847-49.8% |