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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $266,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,306 | $110,299-45.3% | $102,423-41.1% | $199,593-69.8% |
| Participation rate | 94.3% | 86.3%+8.0pp | 76.5%+17.8pp | 72.0%+22.3pp |
| Annual return | 15.24% | 35.73%-20.5pp | 29.32%-14.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $3,781 | $3,603+4.9% | $3,023+25.1% | $3,034+24.6% |
| Participant deferral / active EE | $3,584 | $6,376-43.8% | $5,053-29.1% | $5,087-29.5% |
| Admin fee / account holder | $89 | $122-27.0% | $9,451-99.1% | $269-66.8% |