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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 LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $37,046 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 17 · EIN 13-5674085 | Pension Consulting | $18,593 |
MAXUS PLAN SOLUTIONS3 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 14 15720 BRISHAM HILL · CHARLOTTE, NC 28277 | Plan Administrator | $1,325 |
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 | $34,520 | $50,815-32.1% | $155,509-77.8% | $77,643-55.5% |
| Participation rate | 82.1% | 63.1%+19.0pp | 78.2%+3.9pp | 70.6%+11.5pp |
| Annual return | 10.06% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $9,958 | $1,993+399.7% | $4,672+113.1% | $2,726+265.3% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $130 | $437-70.2% | $15,912-99.2% | $430-69.7% |