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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,693 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $11,372 |
PENSION ASSURANCE LLP10+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $8,370 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $2,865 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,695 | $60,323-47.5% | $81,812-61.3% | $74,495-57.5% |
| Participation rate | 91.7% | 62.9%+28.9pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 9.23% | 16.90%-7.7pp | 773.79%-764.6pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $3,878 | $2,620+48.0% | $2,912+33.2% | $2,623+47.8% |
| Participant deferral / active EE | $1,017 | $3,387-70.0% | $4,319-76.4% | $4,346-76.6% |
| Admin fee / account holder | $197 | $1,486-86.7% | $7,386-97.3% | $1,942-89.8% |