Filed October 29, 2019 (most recent of 2 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $56,261 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,150 | $80,211-48.7% | $74,183-44.5% | $63,975-35.7% |
| Participation rate | 72.5% | 84.2%-11.6pp | 76.6%-4.1pp | 71.1%+1.4pp |
| Annual return | 9.64% | 14.13%-4.5pp | 17.74%-8.1pp | 48.65%-39.0pp |
| Employer contribution / active EE | $2,796 | $2,553+9.5% | $2,370+18.0% | $2,182+28.2% |
| Participant deferral / active EE | $1,710 | $4,370-60.9% | $3,550-51.8% | $3,356-49.1% |
| Admin fee / account holder | $22 | $67-67.5% | $5,586-99.6% | $70-69.0% |