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 8-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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $24,822 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $760 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,752 | $79,694-68.9% | $96,139-74.3% | $79,386-68.8% |
| Participation rate | 75.5% | 54.0%+21.5pp | 68.4%+7.0pp | 70.7%+4.7pp |
| Annual return | 10.98% | 40.84%-29.9pp | 191.94%-181.0pp | 116.85%-105.9pp |
| Employer contribution / active EE | $729 | $1,443-49.5% | $2,797-73.9% | $2,427-70.0% |
| Participant deferral / active EE | $2,363 | $2,539-6.9% | $4,349-45.7% | $4,046-41.6% |
| Admin fee / account holder | $243 | $630-61.5% | $5,537-95.6% | $626-61.3% |