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 Service code 33 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Securities brokerage | $186,164 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,274 |
MURPHY ANDERSON PLLC3 years Filed as: MURPHY & MURPHY CPA LLC Service code 10 108 LA GRANGE AVE · LA PLATA, MD 20646 | Accounting | $7,775 |
SANDY DEREZIL3 years Filed as: SANDY SPRING INSURANCE CORPORATION Service code 99 170 JENNIFER RD STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $216 |
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 | $119,001 | $104,475+13.9% | $159,436-25.4% | $79,386+49.9% |
| Participation rate | 88.8% | 76.6%+12.2pp | 82.8%+6.0pp | 70.7%+18.1pp |
| Annual return | 13.09% | 67.95%-54.9pp | 263.57%-250.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,166 | $3,417-65.9% | $4,829-75.9% | $2,427-52.0% |
| Participant deferral / active EE | $6,826 | $6,467+5.5% | $7,352-7.2% | $4,046+68.7% |
| Admin fee / account holder | $173 | $711-75.7% | $10,799-98.4% | $626-72.4% |