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 | $73,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,289 | $99,078-23.0% | $96,544-21.0% | $74,419+2.5% |
| Participation rate | 99.0% | 80.7%+18.3pp | 76.0%+23.0pp | 70.7%+28.2pp |
| Annual return | 16.13% | 22.48%-6.4pp | 25.84%-9.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $4,290 | $2,570+66.9% | $2,965+44.7% | $2,637+62.6% |
| Participant deferral / active EE | $5,774 | $4,933+17.0% | $4,851+19.0% | $4,528+27.5% |
| Admin fee / account holder | $219 | $225-2.6% | $8,252-97.3% | $348-37.1% |