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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $229,815 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 70 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Consulting Fees | $7,500 |
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 | $174,765 | $46,732+274.0% | $156,549+11.6% | $55,167+216.8% |
| Participation rate | 98.8% | 65.8%+33.0pp | 84.0%+14.7pp | 69.0%+29.8pp |
| Annual return | 6.20% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $8,078 | $2,105+283.7% | $5,501+46.8% | $1,963+311.6% |
| Participant deferral / active EE | $5,939 | $2,204+169.4% | $4,871+21.9% | $3,054+94.5% |
| Admin fee / account holder | $99 | $418-76.4% | $13,027-99.2% | $504-80.4% |