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 | $45,820 |
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 | $57,231 | $65,708-12.9% | $76,817-25.5% | $77,787-26.4% |
| Participation rate | 93.2% | 79.0%+14.3pp | 72.1%+21.2pp | 73.2%+20.0pp |
| Annual return | 21.68% | 49.86%-28.2pp | 1166.11%-1144.4pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,344 | $2,167-38.0% | $2,302-41.6% | $2,504-46.3% |
| Participant deferral / active EE | $3,825 | $3,254+17.6% | $3,336+14.7% | $3,967-3.6% |
| Admin fee / account holder | $9 | $91-90.2% | $6,420-99.9% | $100-91.1% |