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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 17 · EIN 13-5674085 | Pension Consulting | $47,501 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,716 |
MKS&H4 years Service code 10 · EIN 52-0547375 | Accounting | $18,469 |
COASTAL PENSION SERVICES6 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 | Contract Administrator | $7,714 |
COASTAL PENSION SERVICES6 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $6,828 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,284 | $104,475+3.6% | $159,436-32.1% | $79,386+36.4% |
| Participation rate | 73.2% | 76.6%-3.4pp | 82.8%-9.6pp | 70.7%+2.5pp |
| Annual return | 12.83% | 67.95%-55.1pp | 263.57%-250.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,705 | $6,467-11.8% | $7,352-22.4% | $4,046+41.0% |
| Admin fee / account holder | $733 | $711+3.1% | $10,799-93.2% | $626+17.0% |