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 | $27,700 |
ERWIN, FOUNTAIN & JACKSON, P.A.5+ years Service code 50 · EIN 59-3613159 | Direct Payment | $8,526 |
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 | $93,863 | $69,159+35.7% | $125,175-25.0% | $67,579+38.9% |
| Participation rate | 92.3% | 78.2%+14.1pp | 79.8%+12.5pp | 71.3%+21.0pp |
| Annual return | 26.44% | 27.12%-0.7pp | 43.79%-17.3pp | 378.56%-352.1pp |
| Employer contribution / active EE | $3,196 | $2,023+58.0% | $3,865-17.3% | $2,148+48.8% |
| Participant deferral / active EE | $5,714 | $3,700+54.5% | $4,937+15.8% | $3,539+61.5% |
| Admin fee / account holder | $31 | $142-77.8% | $9,702-99.7% | $142-77.9% |