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) | $16,536 |
Service code 13 P.O. BOX 80319 · BATON ROUGE, LA 70898 | Contract Administrator | $6,889 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,329 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,404 | $80,724-40.0% | $103,333-53.2% | $74,495-35.0% |
| Participation rate | 74.4% | 65.7%+8.7pp | 74.5%-0.1pp | 67.2%+7.2pp |
| Annual return | 8.68% | 27.56%-18.9pp | 24.88%-16.2pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $2,380 | $3,157-24.6% | $3,868-38.5% | $2,623-9.3% |
| Participant deferral / active EE | $4,505 | $3,860+16.7% | $5,057-10.9% | $4,346+3.7% |
| Admin fee / account holder | $257 | $2,368-89.1% | $8,355-96.9% | $1,942-86.8% |