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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,018 |
EPOCH CONSULTING GROUP2+ years Service code 70 2455 BENNETT VALLEY ROAD · SANTA ROSA, CA 95404 | Consulting Fees | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,506 | $80,177-7.1% | $123,892-39.9% | $57,658+29.2% |
| Participation rate | 77.6% | 74.4%+3.1pp | 81.4%-3.8pp | 70.2%+7.3pp |
| Annual return | 11.89% | 17.90%-6.0pp | 47.52%-35.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $4,459 | $2,913+53.1% | $4,617-3.4% | $1,974+125.9% |
| Participant deferral / active EE | $8,165 | $5,130+59.2% | $5,984+36.5% | $3,061+166.8% |
| Admin fee / account holder | $86 | $106-19.4% | $8,357-99.0% | $95-9.4% |