Filed March 11, 2016 (most recent of 2 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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $341,315 |
BDO USA, LLP8 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $42,500 |
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 | $88,863 | $110,282-19.4% | $102,438-13.3% | $199,768-55.5% |
| Participation rate | 96.6% | 86.3%+10.3pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 16.93% | 35.75%-18.8pp | 29.37%-12.4pp | 34.26%-17.3pp |
| Employer contribution / active EE | $4,271 | $3,603+18.5% | $3,024+41.2% | $3,037+40.6% |
| Participant deferral / active EE | $7,630 | $6,376+19.7% | $5,054+51.0% | $5,090+49.9% |
| Admin fee / account holder | $117 | $122-4.6% | $9,448-98.8% | $269-56.6% |