Filed September 16, 2016
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,180 | $110,299-20.1% | $102,423-13.9% | $199,593-55.8% |
| Participation rate | 92.0% | 86.3%+5.7pp | 76.5%+15.5pp | 72.0%+20.0pp |
| Annual return | 12.94% | 35.73%-22.8pp | 29.32%-16.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $811 | $3,603-77.5% | $3,023-73.2% | $3,034-73.3% |
| Participant deferral / active EE | $8,271 | $6,376+29.7% | $5,053+63.7% | $5,087+62.6% |
| Admin fee / account holder | $4 | $122-96.5% | $9,451-100.0% | $269-98.4% |