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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.
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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 |
|---|---|---|
ASCENSUS LLC8+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,235 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,337 | $67,984-67.1% | $65,493-65.9% | $74,304-69.9% |
| Participation rate | 54.7% | 66.3%-11.6pp | 73.1%-18.4pp | 60.3%-5.6pp |
| Annual return | 13.84% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $767 | $2,491-69.2% | $2,574-70.2% | $2,241-65.8% |
| Participant deferral / active EE | $1,825 | $3,346-45.5% | $3,961-53.9% | $3,767-51.6% |
| Admin fee / account holder | $215 | $1,373-84.3% | $5,028-95.7% | $2,969-92.8% |