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 | $285,175 |
AON CONSULTING1 year Service code 70 29695 NETWORK PLACE · CHICAGO, IL 606731296 | Consulting Fees | $19,200 |
BENNETT THRASHER LLP3+ years Service code 10 · EIN 58-1673613 | Accounting | $17,275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $195,737 | $287,456-31.9% | $170,442+14.8% | - |
| Participation rate | 98.4% | 60.6%+37.8pp | 83.6%+14.8pp | - |
| Annual return | 14.73% | 6.08%+8.6pp | 205.93%-191.2pp | - |
| Employer contribution / active EE | $15,968 | $2,242+612.2% | $5,433+193.9% | - |
| Participant deferral / active EE | $6,232 | $2,113+194.9% | $4,939+26.2% | - |
| Admin fee / account holder | $348 | $39,812-99.1% | $13,880-97.5% | - |