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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $127,563 |
Filed as: SQUIRE Service code 10 · EIN 87-0343246 | Accounting | $29,110 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,854 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$116,413 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,864 | $56,095+92.3% | $178,490-39.6% | $90,288+19.5% |
| Participation rate | 81.6% | 65.6%+16.1pp | 81.9%-0.3pp | 73.4%+8.3pp |
| Annual return | 23.46% | 28.81%-5.4pp | 151.07%-127.6pp | 53.97%-30.5pp |
| Employer contribution / active EE | $2,534 | $1,572+61.1% | $5,011-49.4% | $2,524+0.4% |
| Participant deferral / active EE | $9,099 | $2,669+241.0% | $5,202+74.9% | $4,232+115.0% |
| Admin fee / account holder | $19 | $101-80.9% | $13,984-99.9% | $114-83.1% |