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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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $38,524 |
PENSION ASSURANCE LLP6 years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 05-0721110 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $3,125 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,866 | $101,317+10.4% | $146,958-23.9% | $74,495+50.2% |
| Participation rate | 79.1% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+11.9pp |
| Annual return | 16.32% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,887 | $3,810-24.2% | $4,933-41.5% | $2,623+10.1% |
| Participant deferral / active EE | $6,009 | $7,303-17.7% | $8,070-25.5% | $4,346+38.3% |
| Admin fee / account holder | $448 | $1,739-74.3% | $12,998-96.6% | $1,942-76.9% |