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 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 27 33 WEST MONROE SUITE 2200 · CHICAGO, IL 60642 | Advisory (Plan) | $53,322 |
DOWELL GROUP LLP1 year Service code 10 · EIN 36-4027344 | Accounting | $29,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,917 | $78,275+60.9% | $109,143+15.4% | $86,799+45.1% |
| Participation rate | 72.3% | 73.8%-1.6pp | 75.9%-3.6pp | 72.3%0pp |
| Annual return | 19.20% | 19.14%+0.1pp | 25.75%-6.5pp | 97.91%-78.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,844 | $3,641+60.5% | $4,653+25.6% | $4,131+41.5% |
| Admin fee / account holder | $65 | $198-67.1% | $6,752-99.0% | $170-61.5% |