See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 1500 AMERICAN BLVD, NJ2-150-01-13 · PENNINGTON, NJ 08534 | Recordkeeping | $190,709 |
QCWDR, LLP2+ years Service code 29 · EIN 45-1444874 2-20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $7,112 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,099 | $44,794-23.9% | $90,281-62.2% | $77,787-56.2% |
| Participation rate | 83.2% | 66.6%+16.7pp | 73.3%+10.0pp | 73.2%+10.0pp |
| Annual return | 5.58% | 28.23%-22.6pp | 78.10%-72.5pp | 32.57%-27.0pp |
| Employer contribution / active EE | $3,664 | $1,809+102.6% | $2,854+28.4% | $2,504+46.3% |
| Participant deferral / active EE | $116 | $2,642-95.6% | $3,885-97.0% | $3,967-97.1% |
| Admin fee / account holder | $233 | $94+147.1% | $5,351-95.6% | $100+133.2% |