Filed July 1, 2022 (most recent of 3 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 Service code 16 · EIN 13-5674085 | Consulting | $56,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,371 |
ABDO, EICK & MEYERS, LLP10+ years Service code 10 · EIN 41-1397419 | Accounting | $16,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$167,302 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,077 | $53,136+35.6% | $155,509-53.7% | $199,593-63.9% |
| Participation rate | 95.3% | 64.1%+31.3pp | 78.2%+17.1pp | 72.0%+23.4pp |
| Annual return | 15.88% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,036 | $1,851+10.0% | $4,672-56.4% | $3,034-32.9% |
| Participant deferral / active EE | $5,516 | $3,161+74.5% | $5,626-2.0% | $5,087+8.4% |
| Admin fee / account holder | -$17 | $185-109.4% | $15,912-100.1% | $269-106.5% |