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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $1,480 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,006 |
MERRIL LYNCH1+ years Filed as: MERRIL LUNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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 | $70,249 | $46,360+51.5% | $147,614-52.4% | $52,331+34.2% |
| Participation rate | 97.2% | 64.9%+32.2pp | 84.6%+12.5pp | 68.1%+29.1pp |
| Annual return | -0.03% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $3,303 | $2,126+55.4% | $5,564-40.6% | $1,882+75.5% |
| Participant deferral / active EE | $3,949 | $2,258+74.9% | $4,895-19.3% | $3,022+30.7% |
| Admin fee / account holder | $33 | $766-95.7% | $11,611-99.7% | $592-94.4% |