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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.
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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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $86,154 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $61,541 |
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 | $33,945 | $45,719-25.8% | $96,139-64.7% | $93,030-63.5% |
| Participation rate | 47.7% | 45.8%+1.8pp | 68.4%-20.8pp | 73.9%-26.2pp |
| Annual return | 17.68% | 3211.95%-3194.3pp | 191.94%-174.3pp | 158.70%-141.0pp |
| Employer contribution / active EE | $341 | $1,139-70.1% | $2,797-87.8% | $2,706-87.4% |
| Participant deferral / active EE | $2,089 | $2,344-10.9% | $4,349-52.0% | $4,562-54.2% |
| Admin fee / account holder | $171 | $128+33.9% | $5,537-96.9% | $152+13.0% |