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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $182,843 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 17 · EIN 33-0905143 | Pension Consulting | $62,500 |
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 | $96,713 | $110,699-12.6% | $177,821-45.6% | $90,288+7.1% |
| Participation rate | 91.1% | 88.3%+2.7pp | 87.7%+3.4pp | 73.4%+17.7pp |
| Annual return | 13.45% | 22.79%-9.3pp | 48.32%-34.9pp | 53.97%-40.5pp |
| Employer contribution / active EE | $1,822 | $4,118-55.8% | $5,918-69.2% | $2,524-27.8% |
| Participant deferral / active EE | $5,253 | $6,731-22.0% | $7,714-31.9% | $4,232+24.1% |
| Admin fee / account holder | $59 | $90-34.9% | $12,427-99.5% | $114-48.6% |