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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,067 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,232 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,252 | $34,492-58.7% | $80,004-82.2% | $55,191-74.2% |
| Participation rate | 45.9% | 62.9%-16.9pp | 73.0%-27.1pp | 69.2%-23.2pp |
| Annual return | 18.83% | 3.50%+15.3pp | 7.63%+11.2pp | 10.78%+8.0pp |
| Employer contribution / active EE | $1,289 | $1,043+23.6% | $2,473-47.9% | $1,899-32.1% |
| Participant deferral / active EE | $2,094 | $2,104-0.5% | $3,204-34.6% | $3,046-31.3% |
| Admin fee / account holder | $5 | $69-93.3% | $5,033-99.9% | $91-94.9% |