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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.
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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 | $77,029 |
EPOCH CONSULTING GROUP6+ years Service code 70 2455 BENNETT VALLEY ROAD · SANTA ROSA, CA 95404 | Consulting Fees | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,713 | $127,481-5.3% | $149,696-19.4% | $90,288+33.7% |
| Participation rate | 88.5% | 78.2%+10.3pp | 82.5%+6.0pp | 73.4%+15.2pp |
| Annual return | 14.46% | 57.78%-43.3pp | 276.60%-262.1pp | 53.97%-39.5pp |
| Employer contribution / active EE | $5,463 | $3,448+58.5% | $4,644+17.6% | $2,524+116.4% |
| Participant deferral / active EE | $9,829 | $6,975+40.9% | $6,842+43.7% | $4,232+132.2% |
| Admin fee / account holder | $81 | $152-46.7% | $9,309-99.1% | $114-29.1% |