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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,636 | $138,427+36.3% | $97,995+92.5% | $69,631+170.9% |
| Participation rate | 95.1% | 90.0%+5.1pp | 82.4%+12.7pp | 70.7%+24.4pp |
| Annual return | 2.15% | 26.21%-24.1pp | 23.94%-21.8pp | 27571.02%-27568.9pp |
| Employer contribution / active EE | $3,542 | $4,858-27.1% | $4,158-14.8% | $2,032+74.3% |
| Participant deferral / active EE | $7,311 | $7,165+2.0% | $5,097+43.4% | $3,224+126.8% |
| Admin fee / account holder | $5 | $101-95.0% | $5,943-99.9% | $110-95.4% |