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 Service code 17 · EIN 13-5674085 | Pension Consulting | $60,838 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,077 | $100,801+19.1% | $149,696-19.8% | $73,409+63.6% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.5%+13.7pp | 72.2%+24.0pp |
| Annual return | 16.68% | 265.34%-248.7pp | 276.60%-259.9pp | 59.29%-42.6pp |
| Employer contribution / active EE | $4,112 | $3,312+24.2% | $4,644-11.5% | $2,234+84.1% |
| Participant deferral / active EE | $8,448 | $6,404+31.9% | $6,842+23.5% | $3,805+122.0% |
| Admin fee / account holder | $31 | $181-82.9% | $9,309-99.7% | $158-80.4% |