Filed June 30, 2022 (most recent of 4 filings on file)
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 | $237,096 |
Filed as: THE ANGELL PENSION GROUP INC Service code 15 · EIN 04-2530412 | Recordkeeping | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,703 | $110,299+37.5% | $102,423+48.1% | $199,593-24.0% |
| Participation rate | 88.1% | 86.3%+1.8pp | 76.5%+11.6pp | 72.0%+16.1pp |
| Annual return | 13.88% | 35.73%-21.9pp | 29.32%-15.4pp | 34.25%-20.4pp |
| Employer contribution / active EE | $3,221 | $3,603-10.6% | $3,023+6.5% | $3,034+6.1% |
| Participant deferral / active EE | $5,632 | $6,376-11.7% | $5,053+11.5% | $5,087+10.7% |
| Admin fee / account holder | $81 | $122-33.7% | $9,451-99.1% | $269-69.8% |