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 PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,929 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 · EIN 64-0765749 | Contract Administrator | $4,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,865 | $73,360-59.3% | $177,989-83.2% | $74,495-59.9% |
| Participation rate | 69.5% | 66.6%+2.9pp | 77.1%-7.6pp | 67.2%+2.3pp |
| Annual return | 13.18% | 17.49%-4.3pp | 294.48%-281.3pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,905 | $2,216-14.1% | $3,949-51.8% | $2,623-27.4% |
| Participant deferral / active EE | $3,049 | $4,513-32.5% | $6,276-51.4% | $4,346-29.8% |
| Admin fee / account holder | $197 | $1,808-89.1% | $10,363-98.1% | $1,942-89.8% |