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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $18,943 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,376 |
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 | $225,397 | $89,355+152.3% | $141,162+59.7% | $72,985+208.8% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 23.88% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $6,303 | $3,114+102.4% | $4,735+33.1% | $2,440+158.3% |
| Participant deferral / active EE | $7,424 | $5,418+37.0% | $6,709+10.7% | $3,607+105.8% |
| Admin fee / account holder | $79 | $5,958-98.7% | $10,261-99.2% | $5,124-98.5% |