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 Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $24,959 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 05-0721110 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $1,725 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,687 | $99,957-11.3% | $149,696-40.8% | $73,488+20.7% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.3pp | 70.7%+12.1pp |
| Annual return | 19.34% | 53.87%-34.5pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,504 | $3,191-21.5% | $4,644-46.1% | $2,270+10.3% |
| Participant deferral / active EE | $6,042 | $6,073-0.5% | $6,842-11.7% | $3,740+61.6% |
| Admin fee / account holder | $397 | $551-27.9% | $9,309-95.7% | $513-22.6% |