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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 LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 4804 DEER LAKE DRIVE, 5TH FLOOR · JACKSONVILLE, FL 32246 | Advisory (Plan) | $52,441 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $43,086 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 83-3719843 | Recordkeeping | $2,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,173 | $62,327+89.6% | $120,354-1.8% | $74,495+58.6% |
| Participation rate | 55.3% | 56.8%-1.4pp | 71.9%-16.6pp | 67.2%-11.9pp |
| Annual return | 17.91% | 18.61%-0.7pp | 107.15%-89.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,707 | $1,843-7.4% | $3,463-50.7% | $2,623-34.9% |
| Participant deferral / active EE | $5,044 | $2,893+74.4% | $4,991+1.1% | $4,346+16.1% |
| Admin fee / account holder | $620 | $2,396-74.1% | $9,423-93.4% | $1,942-68.1% |