Filed November 16, 2021 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $286,572 |
CALLAN LLC6 years Service code 70 · EIN 94-2192581 | Consulting Fees | $233,168 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 70 · EIN 36-4291971 | Consulting Fees | $112,500 |
MMA SECURITIES LLC4 years Filed as: MMA Service code 50 · EIN 26-3237576 | Direct Payment | $18,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $554,490 | $153,743+260.7% | $197,124+181.3% | $103,975+433.3% |
| Participation rate | 91.5% | 91.1%+0.4pp | 86.7%+4.8pp | 72.5%+19.0pp |
| Annual return | 30.92% | 17.60%+13.3pp | 44.34%-13.4pp | 19.41%+11.5pp |
| Employer contribution / active EE | $14,993 | $5,424+176.4% | $6,227+140.8% | $3,722+302.8% |
| Participant deferral / active EE | $20,265 | $9,152+121.4% | $9,135+121.8% | $5,343+279.3% |
| Admin fee / account holder | $96 | $131-26.7% | $16,298-99.4% | $332-71.0% |