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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,075 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $253 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,476 | $56,171+27.2% | $108,745-34.3% | $55,167+29.6% |
| Participation rate | 86.7% | 70.7%+16.0pp | 77.7%+9.0pp | 69.0%+17.7pp |
| Annual return | 7.76% | 214.86%-207.1pp | 46.22%-38.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $897 | $2,153-58.3% | $3,323-73.0% | $1,963-54.3% |
| Participant deferral / active EE | $3,067 | $3,437-10.8% | $5,121-40.1% | $3,054+0.4% |
| Admin fee / account holder | $21 | $302-92.9% | $6,144-99.7% | $504-95.7% |