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 | $28,472 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,581 | $76,670+102.9% | $96,683+60.9% | $71,457+117.7% |
| Participation rate | 83.3% | 66.6%+16.8pp | 74.3%+9.0pp | 67.9%+15.4pp |
| Annual return | 12.97% | 48.29%-35.3pp | 35.69%-22.7pp | 28.85%-15.9pp |
| Employer contribution / active EE | $3,092 | $3,031+2.0% | $3,737-17.3% | $2,588+19.5% |
| Participant deferral / active EE | $10,025 | $3,771+165.8% | $4,878+105.5% | $4,289+133.8% |
| Admin fee / account holder | $4 | $2,028-99.8% | $6,730-99.9% | $1,587-99.7% |