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 | $32,564 |
BKD, LLP3+ years Filed as: BKD LLP CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $15,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,295 | $77,559-41.6% | $68,793-34.2% | $75,289-39.8% |
| Participation rate | 93.9% | 78.3%+15.6pp | 72.2%+21.7pp | 72.4%+21.5pp |
| Annual return | -5.77% | -1.01%-4.8pp | -4.63%-1.1pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,295 | $1,993-35.0% | $2,625-50.7% | $2,405-46.1% |
| Participant deferral / active EE | $3,732 | $3,128+19.3% | $3,311+12.7% | $3,739-0.2% |
| Admin fee / account holder | $11 | $90-87.6% | $5,131-99.8% | $102-89.0% |