Filed July 20, 2017 (most recent of 5 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 | $10,845 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,703 | $188,991-16.0% | $103,476+53.4% | $199,593-20.5% |
| Participation rate | 97.9% | 93.2%+4.7pp | 80.5%+17.4pp | 72.0%+25.9pp |
| Annual return | 11.76% | 15.75%-4.0pp | 23.90%-12.1pp | 34.25%-22.5pp |
| Employer contribution / active EE | $4,842 | $6,583-26.4% | $4,672+3.6% | $3,034+59.6% |
| Participant deferral / active EE | $9,193 | $10,334-11.0% | $6,623+38.8% | $5,087+80.7% |
| Admin fee / account holder | $7 | $114-93.9% | $9,413-99.9% | $269-97.4% |