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) | $44,773 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $27,488 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,358 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $8,229 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS, Service code 27 P.O. BOX 770 · SOUTHBOROUGH, NJ 07921 | Advisory (Plan) | $5,156 |
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 | $34,832 | $55,416-37.1% | $75,972-54.2% | $77,643-55.1% |
| Participation rate | 82.5% | 63.6%+19.0pp | 69.1%+13.5pp | 70.6%+12.0pp |
| Annual return | 12.38% | 17.07%-4.7pp | 359.55%-347.2pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,768 | $1,788-1.1% | $2,685-34.1% | $2,726-35.1% |
| Participant deferral / active EE | $3,419 | $3,447-0.8% | $4,255-19.7% | $4,647-26.4% |
| Admin fee / account holder | $239 | $414-42.3% | $6,467-96.3% | $430-44.6% |