Filed January 4, 2018 (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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,886 |
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 | $117,709 | $58,726+100.4% | $92,233+27.6% | $62,292+89.0% |
| Participation rate | 83.5% | 68.3%+15.1pp | 76.5%+7.0pp | 69.5%+14.0pp |
| Annual return | 16.74% | 43.62%-26.9pp | 176.28%-159.5pp | 28.90%-12.2pp |
| Employer contribution / active EE | $2,225 | $2,392-7.0% | $3,679-39.5% | $2,042+8.9% |
| Participant deferral / active EE | $7,719 | $2,766+179.1% | $3,897+98.1% | $3,169+143.6% |
| Admin fee / account holder | $4 | $556-99.3% | $5,194-99.9% | $479-99.2% |