See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 17 · EIN 13-5674085 1400 AMERICAN BLVD. BLDG #4 · PENNINGTON, NJ 08534 | Pension Consulting | $68,497 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,415 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $26,580 |
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 | $69,212 | $106,028-34.7% | $146,958-52.9% | $77,643-10.9% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 72.26% | 56.73%+15.5pp | 418.34%-346.1pp | 31.24%+41.0pp |
| Employer contribution / active EE | $3,980 | $4,063-2.1% | $4,933-19.3% | $2,726+46.0% |
| Participant deferral / active EE | $7,676 | $7,990-3.9% | $8,070-4.9% | $4,647+65.2% |
| Admin fee / account holder | $240 | $337-28.9% | $12,998-98.2% | $430-44.3% |