Filed July 26, 2016
Total covered: 360 employees
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 9-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 | $291,089 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 70 · EIN 30-0282430 | Consulting Fees | $222,976 |
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 | $157,809 | $78,339+101.4% | $85,682+84.2% | $93,030+69.6% |
| Participation rate | 98.5% | 72.5%+26.0pp | 69.9%+28.7pp | 73.9%+24.6pp |
| Annual return | 13.55% | 21.17%-7.6pp | 21.49%-7.9pp | 158.70%-145.1pp |
| Employer contribution / active EE | $7,901 | $2,560+208.6% | $2,618+201.8% | $2,706+192.0% |
| Participant deferral / active EE | $12,144 | $3,882+212.9% | $3,923+209.6% | $4,562+166.2% |
| Admin fee / account holder | $77 | $104-26.2% | $6,873-98.9% | $152-49.4% |