Filed August 15, 2024 (most recent of 3 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,103 |
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 | $134,233 | $110,699+21.3% | $177,821-24.5% | $90,288+48.7% |
| Participation rate | 98.2% | 88.3%+9.9pp | 87.7%+10.5pp | 73.4%+24.9pp |
| Annual return | 19.21% | 22.79%-3.6pp | 48.32%-29.1pp | 53.97%-34.8pp |
| Employer contribution / active EE | $4,585 | $4,118+11.3% | $5,918-22.5% | $2,524+81.7% |
| Participant deferral / active EE | $6,577 | $6,731-2.3% | $7,714-14.7% | $4,232+55.4% |
| Admin fee / account holder | $29 | $90-68.2% | $12,427-99.8% | $114-74.9% |