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 LIFE AGENCY Service code 27 · EIN 13-2808480 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,157 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $962 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,248 | $84,487+10.4% | $125,339-25.6% | $66,914+39.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.07% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $5,133 | $3,553+44.5% | $4,814+6.6% | $2,544+101.8% |
| Participant deferral / active EE | $7,803 | $6,781+15.1% | $7,446+4.8% | $4,237+84.2% |
| Admin fee / account holder | $558 | $685-18.6% | $10,010-94.4% | $593-6.0% |