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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 | $46,906 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,738 |
ERISA SERVICES, INC.4 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $4,636 |
ERISA SERVICES, INC.3 years Service code 13 · EIN 62-1200951 | Contract Administrator | $1,446 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,540 | $215,321-43.1% | $143,757-14.8% | - |
| Participation rate | 100.0% | 60.1%+39.9pp | 80.3%+19.7pp | - |
| Annual return | -16.31% | -15.45%-0.9pp | -0.04%-16.3pp | - |
| Employer contribution / active EE | $4,961 | $1,875+164.6% | $4,951+0.2% | - |
| Participant deferral / active EE | $3,473 | $2,485+39.8% | $5,637-38.4% | - |
| Admin fee / account holder | $588 | $36,394-98.4% | $14,673-96.0% | - |