Filed August 4, 2023 (most recent of 2 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 5-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 |
|---|---|---|
DEMARCO, KINNAMAN, LEWIS & CO.3+ years Service code 10 · EIN 36-4458862 | Accounting | $13,263 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 28 · EIN 13-5674085 | Investment Management | $7,418 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,934 | $55,449+67.6% | $83,848+10.8% | $56,287+65.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 6.83% | -1.38%+8.2pp | 850.88%-844.0pp | -9.96%+16.8pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,656 | $2,935+92.7% | $4,082+38.6% | $3,350+68.8% |
| Admin fee / account holder | $121 | $656-81.6% | $5,478-97.8% | $521-76.8% |