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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,792 | $86,944+110.2% | $107,525+70.0% | $74,304+146.0% |
| Participation rate | 83.7% | 59.6%+24.2pp | 75.1%+8.6pp | 60.3%+23.4pp |
| Annual return | 14.27% | 23.52%-9.2pp | 181.32%-167.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,030 | $2,757+9.9% | $3,754-19.3% | $2,241+35.2% |
| Participant deferral / active EE | $11,036 | $3,554+210.5% | $5,116+115.7% | $3,767+192.9% |
| Admin fee / account holder | $4 | $3,727-99.9% | $8,919-100.0% | $2,969-99.9% |