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 |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $7,971 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $7,069 |
Service code 28 · EIN 13-3089070 | Investment Management | $6,068 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,396 | $78,275-81.6% | $109,143-86.8% | $86,799-83.4% |
| Participation rate | 58.5% | 73.8%-15.3pp | 75.9%-17.4pp | 72.3%-13.8pp |
| Annual return | 14.65% | 19.14%-4.5pp | 25.75%-11.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,801 | $3,641-50.5% | $4,653-61.3% | $4,131-56.4% |
| Admin fee / account holder | $102 | $198-48.5% | $6,752-98.5% | $170-39.7% |