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 | $44,604 |
EPOCH CONSULTING GROUP4+ 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 | $81,159 | $75,388+7.7% | $123,544-34.3% | $55,725+45.6% |
| Participation rate | 86.2% | 75.7%+10.6pp | 82.3%+3.9pp | 70.9%+15.4pp |
| Annual return | -5.32% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $5,014 | $3,063+63.7% | $4,628+8.4% | $2,078+141.3% |
| Participant deferral / active EE | $9,097 | $5,651+61.0% | $6,426+41.6% | $3,356+171.1% |
| Admin fee / account holder | $56 | $120-53.0% | $9,284-99.4% | $115-51.1% |