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 4-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,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $15,465 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $15,459 |
CHERRY BEKAERT LLP1+ years Service code 10 · EIN 56-0574444 | Accounting | $5,000 |
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 | $109,823 | $65,263+68.3% | $90,223+21.7% | $55,191+99.0% |
| Participation rate | 99.5% | 79.0%+20.5pp | 79.0%+20.4pp | 69.2%+30.3pp |
| Annual return | 0.75% | 2.81%-2.1pp | 1.31%-0.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,962 | $4,153+19.5% | $4,378+13.3% | $1,899+161.4% |
| Participant deferral / active EE | $6,546 | $5,564+17.6% | $5,792+13.0% | $3,046+114.9% |
| Admin fee / account holder | $67 | $116-42.1% | $7,406-99.1% | $91-25.9% |