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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 27 1400 AMERICAN BLVD., BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,535 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $7,078 |
Service code 13 P.O. BOX 80319 · BATON ROUGE, LA 70898 | Contract Administrator | $2,923 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,015 | $64,119-36.0% | $112,228-63.5% | $66,914-38.7% |
| Participation rate | 65.5% | 68.5%-2.9pp | 75.1%-9.5pp | 69.8%-4.3pp |
| Annual return | -13.31% | -13.81%+0.5pp | 27.45%-40.8pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,658 | $3,005-44.8% | $3,635-54.4% | $2,544-34.8% |
| Participant deferral / active EE | $3,204 | $3,693-13.2% | $4,728-32.2% | $4,237-24.4% |
| Admin fee / account holder | $173 | $625-72.3% | $6,410-97.3% | $593-70.8% |