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 8-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 |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $4,750 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $4,750 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,894 | $58,879-62.8% | $178,490-87.7% | $73,488-70.2% |
| Participation rate | 62.5% | 66.2%-3.7pp | 81.9%-19.4pp | 70.7%-8.2pp |
| Annual return | 31.39% | 24.86%+6.5pp | 151.07%-119.7pp | 28.51%+2.9pp |
| Employer contribution / active EE | $699 | $2,236-68.7% | $5,011-86.1% | $2,270-69.2% |
| Participant deferral / active EE | $1,923 | $2,567-25.1% | $5,202-63.0% | $3,740-48.6% |
| Admin fee / account holder | $227 | $400-43.3% | $13,984-98.4% | $513-55.8% |