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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $12,360 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,733 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $9,425 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Filed as: RJL PENSION SERVICES INC Service code 15 · EIN 59-3033722 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,009 | $65,322-64.8% | $70,449-67.3% | $73,488-68.7% |
| Participation rate | 76.0% | 77.0%-1.0pp | 75.1%+0.9pp | 70.7%+5.3pp |
| Annual return | 15.47% | 15.71%-0.2pp | 109.03%-93.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $816 | $2,460-66.8% | $2,737-70.2% | $2,270-64.1% |
| Participant deferral / active EE | $1,726 | $3,375-48.9% | $3,709-53.5% | $3,740-53.9% |
| Admin fee / account holder | $218 | $214+1.7% | $3,845-94.3% | $513-57.6% |