Filed January 3, 2025 (most recent of 3 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 Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $115,370 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $80,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,208 | $53,136-46.9% | $155,509-81.9% | $199,593-85.9% |
| Participation rate | 82.2% | 64.1%+18.2pp | 78.2%+4.1pp | 72.0%+10.3pp |
| Annual return | 16.35% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,477 | $3,161+10.0% | $5,626-38.2% | $5,087-31.7% |
| Admin fee / account holder | $48 | $185-74.3% | $15,912-99.7% | $269-82.3% |