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 6-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 15 · EIN 01-0233346 | Recordkeeping | $51,200 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,348 | $59,417-22.0% | $93,606-50.5% | $74,495-37.8% |
| Participation rate | 89.7% | 59.7%+30.0pp | 68.7%+20.9pp | 67.2%+22.5pp |
| Annual return | 11.48% | 81.83%-70.4pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $6,450 | $1,264+410.4% | $2,420+166.5% | $2,623+145.9% |
| Participant deferral / active EE | $2,832 | $3,050-7.2% | $4,411-35.8% | $4,346-34.8% |
| Admin fee / account holder | $566 | $3,021-81.3% | $8,285-93.2% | $1,942-70.8% |