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 | $20,864 |
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 | $62,181 | $72,066-13.7% | $81,930-24.1% | $90,288-31.1% |
| Participation rate | 93.3% | 78.9%+14.4pp | 72.0%+21.3pp | 73.4%+19.9pp |
| Annual return | 14.37% | 15.92%-1.5pp | 29.49%-15.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,363 | $2,335-41.6% | $4,310-68.4% | $2,524-46.0% |
| Participant deferral / active EE | $3,979 | $3,557+11.9% | $7,107-44.0% | $4,232-6.0% |
| Admin fee / account holder | $6 | $92-93.9% | $5,158-99.9% | $114-95.1% |