Filed April 16, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $178,200 |
Filed as: CBIZ MHM, LLC - PHOENIX Service code 10 PO BOX 50034 · LOS ANGELES, CA 900740034 | Accounting | $18,550 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 70 PO BOX 8344 · PASADENA, CA 911098344 | Consulting Fees | $10,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,895 | $241,101-66.0% | $103,333-20.7% | $199,593-59.0% |
| Participation rate | 96.0% | 78.3%+17.7pp | 74.5%+21.5pp | 72.0%+24.0pp |
| Annual return | 15.04% | 17.80%-2.8pp | 24.88%-9.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $4,129 | $4,244-2.7% | $3,868+6.8% | $3,034+36.1% |
| Participant deferral / active EE | $10,656 | $3,958+169.2% | $5,057+110.7% | $5,087+109.5% |
| Admin fee / account holder | $367 | $288+27.5% | $8,355-95.6% | $269+36.4% |