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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,435 |
KHSA7+ years Service code 10 · EIN 87-0470666 111 EAST BROADWAY,STE 250 · SALT LAKE CITY, UT 84111 | Accounting | $14,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,905 | $56,485+176.0% | $185,823-16.1% | $86,799+79.6% |
| Participation rate | 75.2% | 65.5%+9.7pp | 81.7%-6.5pp | 72.3%+2.9pp |
| Annual return | 13.85% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.1pp |
| Employer contribution / active EE | $6,987 | $1,843+279.2% | $5,167+35.2% | $2,405+190.5% |
| Participant deferral / active EE | $3,765 | $2,553+47.4% | $5,568-32.4% | $4,131-8.9% |
| Admin fee / account holder | $3 | $150-98.2% | $16,237-100.0% | $170-98.4% |