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 | $35,958 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,572 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $83,086 | $75,388+10.2% | $123,544-32.7% | $55,725+49.1% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.3%+14.8pp | 70.9%+26.2pp |
| Annual return | -5.38% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $4,254 | $3,063+38.9% | $4,628-8.1% | $2,078+104.7% |
| Participant deferral / active EE | $7,787 | $5,651+37.8% | $6,426+21.2% | $3,356+132.1% |
| Admin fee / account holder | $15 | $120-87.1% | $9,284-99.8% | $115-86.5% |