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 16 · EIN 13-5674085 | Consulting | $37,047 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,834 | $82,664+150.2% | $125,339+65.0% | $68,494+202.0% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.7pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,738 | $3,381+99.3% | $4,814+40.0% | $2,596+159.5% |
| Participant deferral / active EE | $7,976 | $6,110+30.5% | $7,446+7.1% | $4,027+98.1% |
| Admin fee / account holder | $70 | $6,275-98.9% | $10,010-99.3% | $5,403-98.7% |