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 10-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 Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Recordkeeping | $134,692 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 50 · EIN 36-3608252 P.O. BOX 75599 · CHICAGO, IL 60675 | Direct Payment | $50,000 |
WEAVER AND TIDWELL, LLP3 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET, SUITE 700 · FORTH WORTH, TX 76107 | Accounting | $21,000 |
NORTON ROSE FULBRIGHT3 years Filed as: NORTON ROSE FULBRIGHT US LLP Service code 10 · EIN 74-1201087 P.O. BOX 122613, DEPT. 2613 · DALLAS, TX 752844284 | Accounting | $7,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,556 | $107,339+5.8% | $85,682+32.5% | $101,517+11.9% |
| Participation rate | 95.3% | 73.0%+22.4pp | 69.9%+25.5pp | 74.6%+20.8pp |
| Annual return | 13.81% | 20.15%-6.3pp | 21.49%-7.7pp | 21.00%-7.2pp |
| Employer contribution / active EE | $4,371 | $3,291+32.8% | $2,618+66.9% | $2,973+47.0% |
| Participant deferral / active EE | $5,418 | $4,375+23.8% | $3,923+38.1% | $4,873+11.2% |
| Admin fee / account holder | $35 | $106-67.1% | $6,873-99.5% | $139-74.9% |