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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $62,929 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,754 |
Service code 10 · EIN 95-4245526 | Accounting | $15,075 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,185 | $81,625+148.9% | $167,512+21.3% | $74,304+173.5% |
| Participation rate | 93.7% | 60.0%+33.7pp | 77.1%+16.7pp | 60.3%+33.4pp |
| Annual return | 18.07% | 26.09%-8.0pp | 1615.79%-1597.7pp | 29.43%-11.4pp |
| Employer contribution / active EE | $10,440 | $2,010+419.3% | $3,882+169.0% | $2,241+365.8% |
| Participant deferral / active EE | $18,247 | $4,115+343.5% | $6,405+184.9% | $3,767+384.4% |
| Admin fee / account holder | $209 | $3,474-94.0% | $9,769-97.9% | $2,969-93.0% |