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 | $26,932 |
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 | $167,241 | $69,362+141.1% | $101,248+65.2% | $73,488+127.6% |
| Participation rate | 83.7% | 68.4%+15.3pp | 75.8%+7.9pp | 70.7%+13.0pp |
| Annual return | 13.27% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,556 | $2,628-2.8% | $3,660-30.2% | $2,270+12.6% |
| Participant deferral / active EE | $8,951 | $3,300+171.3% | $4,370+104.8% | $3,740+139.4% |
| Admin fee / account holder | $2 | $704-99.7% | $5,945-100.0% | $513-99.6% |