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 25 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Directed Trustee | $23,001 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,335 |
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 | $32,760 | $37,393-12.4% | $77,024-57.5% | $66,914-51.0% |
| Participation rate | 95.3% | 52.9%+42.5pp | 67.9%+27.4pp | 69.8%+25.5pp |
| Annual return | -15.79% | -3.29%-12.5pp | 42.32%-58.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $596 | $1,531-61.1% | $2,812-78.8% | $2,544-76.6% |
| Participant deferral / active EE | $5,748 | $2,617+119.6% | $4,426+29.8% | $4,237+35.7% |
| Admin fee / account holder | $165 | $567-70.8% | $5,425-97.0% | $593-72.1% |