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 | $36,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,847 | $64,119+111.9% | $112,228+21.0% | $66,914+103.0% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.1%+5.5pp | 69.8%+10.8pp |
| Annual return | -12.51% | -13.81%+1.3pp | 27.45%-40.0pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,514 | $3,005-16.3% | $3,635-30.8% | $2,544-1.2% |
| Participant deferral / active EE | $8,487 | $3,693+129.8% | $4,728+79.5% | $4,237+100.3% |
| Admin fee / account holder | $3 | $625-99.6% | $6,410-100.0% | $593-99.6% |