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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 |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $49,426 |
Filed as: L.M. HENDERSON & CO., LLP Service code 70 450 E 96TH ST, SUITE 200 · INDIANAPOLIS, IN 46240 | Consulting Fees | $8,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,517 | $58,879+495.3% | $178,490+96.4% | $73,488+377.0% |
| Participation rate | 82.2% | 66.2%+15.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 16.53% | 24.86%-8.3pp | 151.07%-134.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $5,686 | $2,236+154.3% | $5,011+13.5% | $2,270+150.5% |
| Participant deferral / active EE | $5,622 | $2,567+119.0% | $5,202+8.1% | $3,740+50.3% |
| Admin fee / account holder | $455 | $400+13.7% | $13,984-96.7% | $513-11.3% |