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 & Service code 27 SMITH INC. · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,582 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC. Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $4,080 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $2,855 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,288 | $44,764-25.6% | $68,791-51.6% | $64,808-48.6% |
| Participation rate | 52.1% | 64.8%-12.7pp | 69.0%-16.9pp | 71.5%-19.4pp |
| Annual return | -15.04% | -10.91%-4.1pp | -6.38%-8.7pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,841 | $1,775+3.7% | $2,655-30.7% | $2,506-26.5% |
| Participant deferral / active EE | $3,501 | $3,238+8.1% | $3,941-11.2% | $4,310-18.8% |
| Admin fee / account holder | $136 | $151-10.2% | $4,932-97.2% | $188-27.7% |