See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $29,355 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $28,830 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $13,856 |
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 | $91,743 | $69,362+32.3% | $101,248-9.4% | $73,488+24.8% |
| Participation rate | 82.1% | 68.4%+13.7pp | 75.8%+6.3pp | 70.7%+11.4pp |
| Annual return | 15.64% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,227 | $2,628-15.3% | $3,660-39.2% | $2,270-1.9% |
| Participant deferral / active EE | $5,009 | $3,300+51.8% | $4,370+14.6% | $3,740+33.9% |
| Admin fee / account holder | $255 | $704-63.7% | $5,945-95.7% | $513-50.3% |