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,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Shareholder servicing fees; Distribut... | $37,456 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT COMP Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,023 | $75,828-36.7% | $147,614-67.5% | $59,632-19.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.71% | 0.37%-6.1pp | 61.98%-67.7pp | 2041.28%-2047.0pp |
| Employer contribution / active EE | $4,737 | $3,485+36.0% | $5,564-14.9% | $2,203+115.1% |
| Participant deferral / active EE | $2,709 | $3,130-13.5% | $4,895-44.7% | $3,192-15.1% |
| Admin fee / account holder | $346 | $5,985-94.2% | $11,611-97.0% | $4,297-91.9% |