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 | $70,876 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,358 | $72,254-4.0% | $86,677-20.0% | $64,808+7.0% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.5pp |
| Annual return | -12.08% | 392.42%-404.5pp | 35.91%-48.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $6,305 | $2,393+163.5% | $2,836+122.3% | $2,506+151.6% |
| Participant deferral / active EE | $5,469 | $4,658+17.4% | $4,656+17.5% | $4,310+26.9% |
| Admin fee / account holder | $67 | $174-61.7% | $7,493-99.1% | $188-64.5% |