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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.
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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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,905 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,320 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,795 | $104,699-70.6% | $129,995-76.3% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | 17.62% | 12.02%+5.6pp | -137.18%+154.8pp | - |
| Employer contribution / active EE | $2,254 | $2,071+8.9% | $4,320-47.8% | - |
| Participant deferral / active EE | $5,594 | $4,216+32.7% | $5,820-3.9% | - |
| Admin fee / account holder | $152 | $5,899-97.4% | $10,614-98.6% | - |