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 LIFE AGENCY INC Service code 55 | Other Commissions | $331 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer 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 | $38,097 | $89,355-57.4% | $141,162-73.0% | $72,985-47.8% |
| Participation rate | 77.5% | 75.1%+2.3pp | 82.5%-5.0pp | 69.5%+8.0pp |
| Annual return | 19.31% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $258 | $3,114-91.7% | $4,735-94.6% | $2,440-89.4% |
| Participant deferral / active EE | $4,771 | $5,418-11.9% | $6,709-28.9% | $3,607+32.3% |
| Admin fee / account holder | $47 | $5,958-99.2% | $10,261-99.5% | $5,124-99.1% |