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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $337,667 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC. Service code 70 · EIN 94-2192581 | Consulting Fees | $187,898 |
Service code 70 · EIN 36-4291971 | Consulting Fees | $151,835 |
TRUCKER HUSS2+ years Service code 70 · EIN 94-3216063 | Consulting Fees | $41,453 |
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 | $269,229 | $89,274+201.6% | $149,718+79.8% | $77,958+245.4% |
| Participation rate | 98.2% | 87.6%+10.6pp | 87.1%+11.1pp | 71.6%+26.6pp |
| Annual return | 16.05% | 20.36%-4.3pp | 1501.63%-1485.6pp | 20.87%-4.8pp |
| Employer contribution / active EE | $8,558 | $3,727+129.6% | $5,445+57.2% | $2,310+270.4% |
| Participant deferral / active EE | $11,617 | $5,382+115.8% | $6,569+76.8% | $3,537+228.5% |
| Admin fee / account holder | $141 | $240-41.4% | $11,283-98.8% | $97+44.3% |