Filed July 1, 2022 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $70,784 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $53,805 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,584 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 28 · EIN 13-4122960 | Investment Management | $3,499 |
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 | $119,613 | $47,456+152.1% | $172,739-30.8% | $77,787+53.8% |
| Participation rate | 85.8% | 66.3%+19.5pp | 82.6%+3.1pp | 73.2%+12.5pp |
| Annual return | 19.26% | 35.57%-16.3pp | 802.84%-783.6pp | 32.57%-13.3pp |
| Employer contribution / active EE | $2,873 | $1,574+82.5% | $5,143-44.1% | $2,504+14.7% |
| Participant deferral / active EE | $4,178 | $2,560+63.2% | $5,198-19.6% | $3,967+5.3% |
| Admin fee / account holder | $104 | $81+29.2% | $13,954-99.3% | $100+4.4% |