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) | $24,024 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $24,024 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,044 |
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 | $77,279 | $66,457+16.3% | $81,382-5.0% | $77,643-0.5% |
| Participation rate | 33.3% | 68.7%-35.4pp | 69.5%-36.2pp | 70.6%-37.2pp |
| Annual return | 14.93% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,196 | $2,159-44.6% | $2,463-51.4% | $2,726-56.1% |
| Participant deferral / active EE | $2,479 | $3,679-32.6% | $3,883-36.2% | $4,647-46.7% |
| Admin fee / account holder | $652 | $583+11.9% | $5,768-88.7% | $430+51.5% |