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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 Service code 27 · EIN 13-5674085 PO BOX 74008967 · CHICAGO, IA 60674 | Advisory (Plan) | $113,022 |
LINCOLN NATIONAL CORPORATION6 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $43,463 |
PINNACLE PENSION SERVICES10+ years Service code 15 · EIN 82-0433443 | Recordkeeping | $5,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,191 | $101,317+93.6% | $146,958+33.5% | $74,495+163.4% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 8.69% | 8730.91%-8722.2pp | 418.34%-409.7pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $9,990 | $3,810+162.2% | $4,933+102.5% | $2,623+280.9% |
| Participant deferral / active EE | $8,907 | $7,303+22.0% | $8,070+10.4% | $4,346+105.0% |
| Admin fee / account holder | $618 | $1,739-64.5% | $12,998-95.2% | $1,942-68.2% |