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 |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $11,277 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $11,277 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $700 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,469 | $55,415-39.6% | $155,509-78.5% | $74,495-55.1% |
| Participation rate | 64.4% | 61.9%+2.5pp | 78.2%-13.8pp | 67.2%-2.8pp |
| Annual return | 19.32% | 268.50%-249.2pp | 64.67%-45.3pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $855 | $2,267-62.3% | $4,672-81.7% | $2,623-67.4% |
| Participant deferral / active EE | $2,924 | $2,836+3.1% | $5,626-48.0% | $4,346-32.7% |
| Admin fee / account holder | $398 | $1,738-77.1% | $15,912-97.5% | $1,942-79.5% |