Filed April 4, 2018
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 CONSULTING SERVICES Service code 50 · EIN 94-1687665 | Direct Payment | $57,272 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,615 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,562 | $36,916+53.2% | $156,549-63.9% | $57,658-1.9% |
| Participation rate | 97.5% | 63.4%+34.1pp | 84.0%+13.5pp | 70.2%+27.3pp |
| Annual return | 9.83% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $971 | $1,571-38.2% | $5,501-82.3% | $1,974-50.8% |
| Participant deferral / active EE | $3,544 | $1,926+84.0% | $4,871-27.3% | $3,061+15.8% |
| Admin fee / account holder | $64 | $82-22.4% | $13,027-99.5% | $95-32.3% |