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 | $66,508 |
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 | $110,750 | $95,776+15.6% | $162,163-31.7% | $77,787+42.4% |
| Participation rate | 97.0% | 88.6%+8.4pp | 87.6%+9.5pp | 73.2%+23.8pp |
| Annual return | 21.70% | 37.03%-15.3pp | 115.59%-93.9pp | 32.57%-10.9pp |
| Employer contribution / active EE | $4,049 | $3,874+4.5% | $5,614-27.9% | $2,504+61.7% |
| Participant deferral / active EE | $5,892 | $6,125-3.8% | $7,298-19.3% | $3,967+48.5% |
| Admin fee / account holder | $34 | $88-61.3% | $10,843-99.7% | $100-66.1% |