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: BANK OF AMERICA/MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $73,030 |
BUCK GLOBAL, LLC5 years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $31,650 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $326,582-100.0% | $319,634-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | 10.35% | 203.80%-193.5pp | 174.94%-164.6pp | 259.13%-248.8pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |