Filed October 10, 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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $222,137 |
JEFFREY SLOCUM & ASSOCIATES2+ years Service code 70 43 MAIN STREET SE, STE. 300 · MINNEAPOLIS, MN 554141032 | Consulting Fees | $22,000 |
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 | $102,784 | $37,213+176.2% | $156,549-34.3% | $63,975+60.7% |
| Participation rate | 99.0% | 65.0%+34.0pp | 84.0%+15.0pp | 71.1%+27.8pp |
| Annual return | 8.74% | 47.89%-39.1pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $10,090 | $1,357+643.6% | $5,501+83.4% | $2,182+362.5% |
| Participant deferral / active EE | $3,803 | $2,070+83.7% | $4,871-21.9% | $3,356+13.3% |
| Admin fee / account holder | $59 | $56+5.6% | $13,027-99.5% | $70-15.5% |