Filed November 18, 2016
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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $32,382 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,979 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,068 | $88,122-47.7% | $141,162-67.4% | $67,579-31.8% |
| Participation rate | 84.4% | 76.5%+7.9pp | 82.5%+1.9pp | 71.3%+13.1pp |
| Annual return | 19.84% | 75.40%-55.6pp | 71.39%-51.5pp | 378.56%-358.7pp |
| Employer contribution / active EE | $782 | $3,224-75.7% | $4,735-83.5% | $2,148-63.6% |
| Participant deferral / active EE | $2,981 | $5,958-50.0% | $6,709-55.6% | $3,539-15.8% |
| Admin fee / account holder | $48 | $131-63.6% | $10,261-99.5% | $142-66.5% |