Filed May 2, 2016
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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,117 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,715 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,181 | $55,449-25.7% | $83,848-50.9% | $56,287-26.8% |
| Participation rate | 91.4% | 68.0%+23.4pp | 76.1%+15.3pp | 69.9%+21.6pp |
| Annual return | -3.28% | -1.38%-1.9pp | 850.88%-854.2pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,577 | $2,935+55.9% | $4,082+12.1% | $3,350+36.6% |
| Admin fee / account holder | $157 | $656-76.1% | $5,478-97.1% | $521-69.9% |