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 | $70,117 |
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 | $88,685 | $88,890-0.2% | $102,423-13.4% | $77,643+14.2% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 13.04% | 24.98%-11.9pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,299 | $2,698+59.4% | $3,023+42.2% | $2,726+57.7% |
| Participant deferral / active EE | $6,120 | $5,145+18.9% | $5,053+21.1% | $4,647+31.7% |
| Admin fee / account holder | $253 | $235+7.3% | $9,451-97.3% | $430-41.3% |