Filed January 30, 2023 (most recent of 7 filings on file)
Total covered: 121 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 9-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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $94,930 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 16 · EIN 81-3968784 | Consulting | $49,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,188 | $76,1730% | $81,382-6.4% | $199,593-61.8% |
| Participation rate | 72.6% | 76.3%-3.7pp | 69.5%+3.1pp | 72.0%+0.6pp |
| Annual return | 15.03% | 15.59%-0.6pp | 24.73%-9.7pp | 34.25%-19.2pp |
| Employer contribution / active EE | $2,212 | $2,792-20.8% | $2,463-10.2% | $3,034-27.1% |
| Participant deferral / active EE | $4,415 | $4,201+5.1% | $3,883+13.7% | $5,087-13.2% |
| Admin fee / account holder | $0 | $146-100.0% | $5,768-100.0% | $269-100.0% |