Filed August 15, 2024 (most recent of 3 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 | $46,481 |
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 | $100,603 | $89,274+12.7% | $149,718-32.8% | $77,958+29.0% |
| Participation rate | 97.9% | 87.6%+10.3pp | 87.1%+10.8pp | 71.6%+26.2pp |
| Annual return | 18.22% | 20.36%-2.1pp | 1501.63%-1483.4pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,742 | $3,727+0.4% | $5,445-31.3% | $2,310+62.0% |
| Participant deferral / active EE | $5,300 | $5,382-1.5% | $6,569-19.3% | $3,537+49.9% |
| Admin fee / account holder | $20 | $240-91.6% | $11,283-99.8% | $97-79.3% |