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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.
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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 26 · EIN 13-5674085 | Advisory (Participants) | $12,474 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $112 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,148 | $98,750-62.4% | $149,696-75.2% | $79,858-53.5% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.5%-21.1pp | 69.6%-8.2pp |
| Annual return | 19.48% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,212 | $3,216-62.3% | $4,644-73.9% | $2,471-50.9% |
| Participant deferral / active EE | $4,467 | $5,680-21.4% | $6,842-34.7% | $3,740+19.4% |
| Admin fee / account holder | $543 | $6,053-91.0% | $9,309-94.2% | $5,306-89.8% |