Filed January 15, 2021 (most recent of 2 filings on file)
Total covered: 15 employees
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 9-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 | $8,780 |
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 | $76,001 | $65,118+16.7% | $76,768-1.0% | $55,725+36.4% |
| Participation rate | 93.9% | 79.6%+14.3pp | 77.0%+17.0pp | 70.9%+23.1pp |
| Annual return | -4.73% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,705 | $1,941+90.9% | $2,485+49.1% | $2,078+78.3% |
| Participant deferral / active EE | $3,862 | $3,688+4.7% | $3,852+0.3% | $3,356+15.1% |
| Admin fee / account holder | $25 | $116-78.2% | $6,675-99.6% | $115-78.1% |