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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $102,518 |
Filed as: HEARD, MCELROY & VESTAL, LLC Service code 10 PO BOX 1607 · SHREVEPORT, LA 71165 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,003 | $63,114+25.2% | $92,893-15.0% | $65,185+21.2% |
| Participation rate | 69.6% | 68.8%+0.8pp | 76.0%-6.4pp | 70.2%-0.6pp |
| Annual return | 17.64% | 28.75%-11.1pp | 109.41%-91.8pp | 29.38%-11.7pp |
| Employer contribution / active EE | $3,115 | $2,571+21.2% | $3,653-14.7% | $2,177+43.1% |
| Participant deferral / active EE | $3,996 | $3,108+28.6% | $4,236-5.7% | $3,514+13.7% |
| Admin fee / account holder | $604 | $624-3.1% | $5,794-89.6% | $847-28.6% |