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) | $40,966 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $8,226 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $6,662 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,840 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,138 | $49,693-45.4% | $70,515-61.5% | $74,419-63.5% |
| Participation rate | 84.0% | 64.7%+19.4pp | 68.3%+15.7pp | 70.7%+13.3pp |
| Annual return | 15.97% | 21.22%-5.2pp | 32.77%-16.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,695 | $1,773-4.4% | $2,973-43.0% | $2,637-35.7% |
| Participant deferral / active EE | $3,700 | $3,376+9.6% | $4,567-19.0% | $4,528-18.3% |
| Admin fee / account holder | $121 | $316-61.7% | $6,412-98.1% | $348-65.3% |