Filed November 13, 2017 (most recent of 2 filings on file)
Total covered: 95 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 Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $245,947 |
VERRILL DANA LLP10+ years Service code 70 · EIN 01-0176171 | Consulting Fees | $21,930 |
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 | $111,785 | $99,062+12.8% | $100,391+11.4% | $99,062+12.8% |
| Participation rate | 75.7% | 71.6%+4.1pp | 81.5%-5.8pp | 71.6%+4.1pp |
| Annual return | 16.20% | 17.66%-1.5pp | 49.20%-33.0pp | 17.66%-1.5pp |
| Employer contribution / active EE | $4,206 | $3,262+29.0% | $3,942+6.7% | $3,262+29.0% |
| Participant deferral / active EE | $6,869 | $5,331+28.8% | $8,082-15.0% | $5,331+28.8% |
| Admin fee / account holder | $57 | $109-47.3% | $7,899-99.3% | $109-47.3% |