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 5-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 |
|---|---|---|
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $14,089 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 17 · EIN 13-5674085 | Pension Consulting | $5,563 |
MAXUS PLAN SOLUTIONS1 year Filed as: MAXUS PLAN SOLUTIONS INC. Service code 14 15720 BRISHAM HILL · CHARLOTTE, NC 28277 | Plan Administrator | $1,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,298 | $46,292-49.7% | $143,757-83.8% | $64,808-64.1% |
| Participation rate | 76.8% | 64.2%+12.5pp | 80.3%-3.5pp | 71.5%+5.3pp |
| Annual return | -9.18% | -10.05%+0.9pp | -0.04%-9.1pp | 32.82%-42.0pp |
| Employer contribution / active EE | $9,159 | $1,910+379.6% | $4,951+85.0% | $2,506+265.5% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $64 | $154-58.3% | $14,673-99.6% | $188-65.9% |