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 Service code 13 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Contract Administrator | $36,276 |
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $20,732 |
401K GENERATION2 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $8,797 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,133 | $78,781-35.1% | $100,516-49.1% | $73,409-30.3% |
| Participation rate | 70.6% | 80.0%-9.4pp | 79.4%-8.8pp | 72.2%-1.5pp |
| Annual return | 20.29% | 31.69%-11.4pp | 30.89%-10.6pp | 59.29%-39.0pp |
| Employer contribution / active EE | $1,464 | $2,420-39.5% | $3,418-57.2% | $2,234-34.5% |
| Participant deferral / active EE | $2,826 | $6,537-56.8% | $6,270-54.9% | $3,805-25.7% |
| Admin fee / account holder | $183 | $145+26.2% | $8,081-97.7% | $158+16.2% |