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 26 ONE COWBOYS WAY · FRISCO, TX 75034 | Advisory (Participants) | $34,076 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $10,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,166 | $55,415-38.3% | $155,509-78.0% | $74,495-54.1% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 20.61% | 268.50%-247.9pp | 64.67%-44.1pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,551 | $2,267-31.6% | $4,672-66.8% | $2,623-40.9% |
| Participant deferral / active EE | $5,264 | $2,836+85.6% | $5,626-6.4% | $4,346+21.1% |
| Admin fee / account holder | $184 | $1,738-89.4% | $15,912-98.8% | $1,942-90.5% |