Filed December 19, 2022
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 & Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,964 | $80,753-5.9% | $136,294-44.3% | $62,292+21.9% |
| Participation rate | 76.8% | 73.5%+3.3pp | 81.9%-5.1pp | 69.5%+7.3pp |
| Annual return | 17.74% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $818 | $2,884-71.6% | $4,695-82.6% | $2,042-60.0% |
| Participant deferral / active EE | $3,982 | $5,164-22.9% | $6,247-36.3% | $3,169+25.7% |
| Admin fee / account holder | $79 | $525-85.0% | $9,243-99.1% | $479-83.5% |