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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $32,409 |
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 | $161,509 | $80,724+100.1% | $103,333+56.3% | $74,495+116.8% |
| Participation rate | 79.5% | 65.7%+13.8pp | 74.5%+4.9pp | 67.2%+12.3pp |
| Annual return | 10.31% | 27.56%-17.2pp | 24.88%-14.6pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,773 | $3,157-12.2% | $3,868-28.3% | $2,623+5.7% |
| Participant deferral / active EE | $10,146 | $3,860+162.8% | $5,057+100.6% | $4,346+133.5% |
| Admin fee / account holder | $136 | $2,368-94.3% | $8,355-98.4% | $1,942-93.0% |