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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.
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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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,003 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,574 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,734 | $65,061-71.2% | $143,757-87.0% | $66,914-72.0% |
| Participation rate | 70.5% | 65.2%+5.3pp | 80.3%-9.8pp | 69.8%+0.7pp |
| Annual return | -14.95% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,689 | $2,361-28.4% | $4,951-65.9% | $2,544-33.6% |
| Participant deferral / active EE | $2,408 | $2,919-17.5% | $5,637-57.3% | $4,237-43.2% |
| Admin fee / account holder | $192 | $502-61.7% | $14,673-98.7% | $593-67.6% |