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 | $56,369 |
EPOCH CONSULTING GROUP3+ 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 | $91,383 | $155,795-41.3% | $136,294-33.0% | $69,631+31.2% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 70.7%+9.0pp |
| Annual return | 20.37% | 232464.33%-232444.0pp | 5155.94%-5135.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,570 | $2,991+52.8% | $4,695-2.7% | $2,032+124.9% |
| Participant deferral / active EE | $8,961 | $5,394+66.1% | $6,247+43.4% | $3,224+178.0% |
| Admin fee / account holder | $78 | $128-39.1% | $9,243-99.2% | $110-29.3% |