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 | $217,838 |
REHMANN ROBSON1 year Service code 10 · EIN 38-3635706 | Accounting | $13,000 |
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 | $41,591 | $105,247-60.5% | $87,100-52.2% | $77,787-46.5% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.8pp |
| Annual return | 21.23% | 24.52%-3.3pp | 28.19%-7.0pp | 32.57%-11.3pp |
| Employer contribution / active EE | $3,050 | $2,895+5.4% | $2,521+21.0% | $2,504+21.8% |
| Participant deferral / active EE | $2,617 | $5,060-48.3% | $4,049-35.4% | $3,967-34.0% |
| Admin fee / account holder | $85 | $104-19.0% | $7,497-98.9% | $100-15.5% |