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 | $101,327 |
EPOCH CONSULTING GROUP5+ 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 | $102,484 | $237,565-56.9% | $141,162-27.4% | - |
| Participation rate | 88.2% | 70.1%+18.0pp | 82.5%+5.7pp | - |
| Annual return | 23.90% | 19.47%+4.4pp | 71.39%-47.5pp | - |
| Employer contribution / active EE | $5,417 | $2,430+122.9% | $4,735+14.4% | - |
| Participant deferral / active EE | $9,508 | $5,165+84.1% | $6,709+41.7% | - |
| Admin fee / account holder | $102 | $15,211-99.3% | $10,261-99.0% | - |