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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 17 · EIN 13-5674085 | Pension Consulting | $41,329 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,088 |
MKS&H3 years Service code 10 · EIN 52-0547375 | Accounting | $18,422 |
COASTAL PENSION SERVICES5 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $6,768 |
COASTAL PENSION SERVICES5 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $6,588 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,080 | $99,957-2.9% | $149,696-35.1% | $73,488+32.1% |
| Participation rate | 75.2% | 75.7%-0.5pp | 82.5%-7.3pp | 70.7%+4.5pp |
| Annual return | 13.39% | 53.87%-40.5pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,443 | $6,073-10.4% | $6,842-20.4% | $3,740+45.6% |
| Admin fee / account holder | $632 | $551+14.8% | $9,309-93.2% | $513+23.2% |