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 - EPS Service code 26 · EIN 01-0233346 150 N. COLLEGE ST. · CHARLOTTE, NC 14201 | Advisory (Participants) | $19,530 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $19,530 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,921 | $69,823-7.0% | $77,163-15.9% | $74,419-12.8% |
| Participation rate | 32.8% | 70.0%-37.2pp | 69.6%-36.8pp | 70.7%-37.9pp |
| Annual return | 16.82% | 19.98%-3.2pp | 37.87%-21.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,041 | $2,150-51.6% | $2,535-58.9% | $2,637-60.5% |
| Participant deferral / active EE | $2,238 | $3,558-37.1% | $3,833-41.6% | $4,528-50.6% |
| Admin fee / account holder | $522 | $398+31.3% | $5,472-90.5% | $348+50.1% |