Filed April 2, 2018 (most recent of 3 filings on file)
Total covered: 8 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $40,523 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,895 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,782 | $129,021+12.2% | $184,203-21.4% | $77,643+86.5% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 13.62% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $6,900 | $4,413+56.4% | $6,427+7.4% | $2,726+153.1% |
| Participant deferral / active EE | $6,831 | $7,297-6.4% | $9,131-25.2% | $4,647+47.0% |
| Admin fee / account holder | $180 | $254-29.3% | $13,901-98.7% | $430-58.3% |