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 | $22,327 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,504 | $61,756-5.3% | $70,092-16.5% | $77,904-24.9% |
| Participation rate | 81.2% | 79.9%+1.3pp | 70.5%+10.7pp | 73.7%+7.5pp |
| Annual return | -16.86% | -11.86%-5.0pp | 190.73%-207.6pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,149 | $2,706-20.6% | $2,559-16.0% | $2,848-24.5% |
| Participant deferral / active EE | $4,338 | $3,977+9.1% | $3,849+12.7% | $4,806-9.7% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |