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 I Service code 25 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Directed Trustee | $15,730 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Recordkeeping | $14,221 |
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 | $37,097 | $38,365-3.3% | $84,611-56.2% | $65,185-43.1% |
| Participation rate | 99.2% | 55.7%+43.5pp | 68.2%+31.0pp | 70.2%+29.0pp |
| Annual return | 21.79% | 32.00%-10.2pp | 258.74%-236.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $667 | $1,258-47.0% | $2,652-74.8% | $2,177-69.3% |
| Participant deferral / active EE | $6,666 | $2,278+192.6% | $3,899+71.0% | $3,514+89.7% |
| Admin fee / account holder | $160 | $451-64.6% | $4,912-96.7% | $847-81.1% |