See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $24,162 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,641 |
MISTER, BURTON, & FRENCH, LLC1+ years Filed as: MISTER, BURTON, FRENCH L Service code 10 · EIN 26-2574303 | Accounting | $5,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,973 | $33,745-20.1% | $64,105-57.9% | $55,191-51.1% |
| Participation rate | 87.3% | 59.4%+28.0pp | 68.2%+19.2pp | 69.2%+18.2pp |
| Annual return | -1.46% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $438 | $641-31.6% | $1,820-75.9% | $1,899-76.9% |
| Participant deferral / active EE | $3,021 | $1,929+56.6% | $2,822+7.1% | $3,046-0.8% |
| Admin fee / account holder | $78 | $94-16.9% | $4,499-98.3% | $91-13.7% |