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 | $17,612 |
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 | $142,884 | $153,281-6.8% | $93,789+52.3% | $77,904+83.4% |
| Participation rate | 93.4% | 92.2%+1.2pp | 81.0%+12.4pp | 73.7%+19.7pp |
| Annual return | 0.15% | -5.55%+5.7pp | -11.33%+11.5pp | 12.21%-12.1pp |
| Employer contribution / active EE | $4,063 | $5,690-28.6% | $4,323-6.0% | $2,848+42.7% |
| Participant deferral / active EE | $8,250 | $9,364-11.9% | $6,094+35.4% | $4,806+71.7% |
| Admin fee / account holder | $6 | $114-95.1% | $7,195-99.9% | $133-95.8% |