Filed December 15, 2023
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 6-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $33,329 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,652 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK COMPANY, INC. Service code 49 · EIN 74-1537058 | Other Services | $11,265 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,991 |
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 | $21,721 | $58,926-63.1% | $97,226-77.7% | $74,495-70.8% |
| Participation rate | 89.4% | 63.5%+25.9pp | 72.7%+16.7pp | 67.2%+22.2pp |
| Annual return | 16.07% | 16.04%0pp | 75.13%-59.1pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,397 | $1,894+79.3% | $2,729+24.5% | $2,623+29.5% |
| Participant deferral / active EE | $3,765 | $3,664+2.7% | $4,264-11.7% | $4,346-13.4% |
| Admin fee / account holder | $193 | $1,974-90.2% | $5,654-96.6% | $1,942-90.0% |