Filed October 21, 2022
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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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $41,325 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,852 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,157 | $50,982-35.0% | $154,803-78.6% | $85,563-61.2% |
| Participation rate | 94.4% | 59.8%+34.6pp | 78.1%+16.3pp | 66.0%+28.4pp |
| Annual return | 13.28% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,597 | $1,708-6.5% | $4,305-62.9% | $2,654-39.8% |
| Participant deferral / active EE | $2,795 | $2,474+13.0% | $5,540-49.6% | $4,375-36.1% |
| Admin fee / account holder | $104 | $846-87.7% | $14,329-99.3% | $834-87.5% |